Succession Planning

About the role

We assist business owners in developing and implementing well-designed succession plans to ensure the survival and long-term success of family businesses. Our services help secure financial independence by structuring businesses for stability and preparing for ownership transfer, whether to the next generation or new leadership.

Responsibilities

• Assist with the internal transfer of business ownership to a family member
• Identify potential buyers for the business
• Perform business valuations in preparation for sale
• Develop buy and sell agreements
• Provide estate and trust tax planning
• Offer gift tax planning services
• Create retirement planning and tax projections
• Assist with business restructuring

About you

We work with business owners and their families who are looking to transfer ownership, whether by selling the business or keeping it within the family. Ideal clients are those who recognize the importance of a succession plan but may not yet have one in place.