Business Succession Planning

For many business owners, their business comprises a significant portion of their wealth, and business succession planning can help ensure the survival of the business without the devastating costs of transferring the business to your successors.

We can help you with business succession planning issues such as:

Family succession planning

Exit strategies

Transfer of ownership

Family Estate Planning

Asset Protection

Business Formation & Restructuring

The primary concern for many people interested in family business succession planning is the impact of taxes on both their business and their family.  We can help you understand how different plans will affect your business.  Together, we will discuss your present situation and your long term goals and develop a business succession plan that truly fits your needs.

Secure your family's financial future with personalized estate planning