Business Owners: Succession Planning

We vet and connect you with the additional financial professionals necessary to support you so that you can focus on your business.

Business succession planning can be deeply emotional. You’ll address a complex mix of personal and business challenges and aspirations, such as:

• Providing for your family and your business in the case of a tragedy
• Family dynamics surrounding asset and ownership transfer
• Preparing for a successful business transfer to employees, heirs, or outsiders buyers
• Positioning the business for a profitable sale or merger
• Ensuring continued business growth
• Securing your legacy in the community
• Retaining enough assets to fund your retirement

Ultimately, you are responsible for the changes your business will go through when you are no longer involved. But you don’t have to undertake this transition alone. We’ll help to design and implement a practical plan designed specifically for your company, your goals, and your values.