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Business Succession Planning

Succession planning helps to ensure that a smooth transition can occur when you’re ready to retire or sell your business. We believe succession planning should include the long-term goal of retirement, but should also focus on contingency planning to protect against unexpected events.

We can provide a referral to our outside team of professional partners to assist you in developing a succession planning strategy that seeks to help you:

  • Time your exit to maximize value (eliminating the risk of a fire sale) 

  • Ensure continuity of service for your clients or customers

  • Provide for an efficient transfer of business to a successor or buyer of your choosing

  • Retire on your schedule

  • Remove emotional decision-making 

  • Provide career-path opportunities to existing associates and/or elevate key employees to owners

  • Coordinate with your personal estate plan to minimize estate taxes

  • Plan for the unexpected

Contact Us to help get you started!