Wealth Planning

Business Transition and Succession

For many, the family business is, and often remains, the economic engine that fuels the financial security of many generations. The issues we address are those related to succession and transition, meeting the needs and expectations of family stakeholders through succeeding generations, and preparing the wealth creator for life after the business has been sold or transitioned - the "encore career".

Our Focus

Strategic Planning for Business Transition and Succession
We provide comprehensive transition planning from active ownership and governance to passive ownership and succession leadership; exit strategies, incentive planning for senior management, pre-sale preparation and planning for key stakeholders.

Goals, Expectations, Concerns and Challenges of Key Stakeholders
If a family business is to continue past the active business career of the founder, then it is essential to consider the goals, dreams, talents and expectations of other critical stakeholders, including the children and their spouses, their issue, and even non-family business executives and employees.

What We Offer