If you own a business, you’ve spent time building it, learned what works, endured lean years, enjoyed success and watched your business grow. The last thing you want is to lose the “end game.” You want your business, and legacy, to successfully move to the next generation, creating a succession plan can help ensure the longevity of your business and its legacy, should you retire, become incapacitated or pass on.  

Whether you decide to keep it in the family, pass it on to employee’s or sell it, advanced planning has many advantages, it allows you to make sure it is transferred according to your wishes, outline ownership and management, plan and facilitate exit strategies, negotiate structured buyouts, and helps minimize and/or eliminate certain taxes, making the transition much more effective and leadership continuous.

We are here to help you map the journey ahead, assist you in identifying and assessing your requirements to develop and structure a well-defined and cohesive plan that takes the burden off, preserves your business and allows you to live more fully into your future with peace and ease.