Protect your business and family’s security and future with a long-term succession plan.
Planning for the future of your business is one of the most valuable things you can do. Whether you’re selling the business, retiring, handing it to the next generation or exiting for health reasons, our experts ensure your smooth succession plan delivers clarity, peace of mind and security.
The thorough process of long-term succession planning often results in tangible short-term benefits. New business ideas and opportunities may surface, differences of opinion can resolve, and the forum of succession planning presents opportunities for business partners and family members to endorse a long-term strategic plan.
We work with you to:
- Establish future needs
Secure future needs for yourself, your spouse and your personal financial goals.
- Protect your business, family and estate
Ensure your assets and wealth accumulations are structured in the most beneficial and tax effective way to mitigate risks and protect your family and estate.
- Secure your business for the next generation
We support you to make sure that unlike most family businesses, you make it to the next generation because you have a plan and a long lead time to implement it.
- Prepare legal succession and estate planning documentation
Formal documentation is highly valuable for both implementation purposes and if requested by financial institutions and third parties for credit or funding.
- Conduct a professional business valuation and strategic plan
Ensure a smooth transition or sale of your business with a professional business valuation and an agreed strategic plan.