Business Succession Planning

Our Business Succession Planning Process

Whether you plan to sell or keep the business in the family, we will develop and help you put into place a comprehensive business succession and exit plan.

1. 1Confidential Fact Finder

   Get to know you

   • Gather Information
   • Establish Objectives
   • Sign Agreement

2. 2Stress Test

   Learn more about our complimentary Stress Test

   Determine where you are today

   • Develop a picture of your current situation
   • Make observations
   • Identify issues and problems

3. 3Wealth Preservation Blueprint

   Design your plan

   • Consider all alternatives
   • Select succession strategies
   • Select executive retention strategies

4. 4Implementation

   Put your plan into place

   • Execute Legal Documents
   • Implement Strategies
   • Coordinate advisors

5. 5Completed Plan

   Assemble all documents in one place

   • Prepare Document Binder
   • Create Implementation Summary

6. 6Annual Review

   Keep your plan on track

   • Conduct periodic reviews
   • Incorporate changes in tax law
   • Identify changes in your situation
   • Update strategies