Succession Planning
Succession planning for your corporation or family enterprise considers the future of your business entity once you decide to retire or become less active in the business. Understandably, the thought of handing off the reins to someone once you retire, or pass away, can be intimidating. You have put blood, sweat and tears into your business. We’ll work with you and your other advisors to determine the best plan from the range of succession planning strategies.
How do I transition my business to one of my children?
Consider the tax strategies and legal structures for business succession to your family.
Succession Planning Team
Optimize your succession plan
We provide guidance and expert succession planning strategies, including employee stock purchase plans or succession to your family. The process of succession planning isn't easy, but once you have a plan in place, you can feel confident that the future of your business is in good hands.
Let's prepare a succession management plan.
Get in touch today to see how we can help you evaluate succession management strategies and prepare a plan.