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360 Wealth Management

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You are here: Home / Services Overview / Business Succession Planning

Business Succession Planning

Business Succession Planning Process Wealth Preservation Solutions

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
Can Your Family Wealth Management Plan Pass the 360° Stress Test? Take the 360° Stress Test and receive a free copy of our latest book, "Can Your Family Wealth Management Plan Pass the 360° Stress Test?" by Kevin Ellman and Paul D Miller.
Are You Ready for a Business Transition?

What's Your BeriTM?

(Business Exit Readiness Index)

Whether you'd like to transition your company in ten years or ten days. Our Business Exit Readiness Index™ (BERI™) will help you get on the right path. Take our 10-minute readiness survey, and you will receive a complimentary six-page customized report based on your answers.

Start BERI™ Survey

What's Your Company's ODITM?

(Owner's Dependence Index)

The Owner Dependence Index™ (ODI™) Report is an important diagnostic tool to help owners see how dependent their company is on them. Get started today by taking our short assessment about your involvement with your business as a step towards measuring your business’s dependence on you and ultimately how to increase your business’s value.

Start ODI™ Survey
Get Kevin Ellman’s new book, The 7 Biggest Money Mistakes People Make and How to Avoid Them, and learn how to preserve and grow your wealth! Seven Biggest Money Mistakes People Make and How to Avoid Them: Preserve and Grow Your Wealth by Kevin Ellman CFP

The Wealth Preservation Solutions Team

  • About Us Overview
  • Dennis J. Amico
  • Kevin Ellman CFP®
  • Paul D. Miller
  • Robert W. Davis CFP®, RICP®
  • Dolores White
  • Susan J. Forman CFP®
  • Carrie Ware
  • Matthew Waldman, CLU®, ChFC®
  • Michael Csedrik

Articles & Videos On Investing

  • Finding A Financial Advisor – Part 1
  • Finding A Financial Advisor – Part 2
  • Exchange Traded Funds Part 1
  • Exchange Traded Funds Part 2
  • Exchange Traded Funds Part 3
  • Dollar Cost Averaging
  • Dividends Part 1
  • Dividends Part 2
  • Strategies to Help Maximize Your Money
  • Our Investment Planning Process
  • Estate Tax and Succession Planning After the Cliff
  • Estate and Business Succession Planning

Services Overview

  • Services Overview
  • Estate Planning and Asset Protection
  • Investment Planning
  • Exit Planning
  • Business Succession Planning
  • Insurance Planning
  • Benefit Planning

About Wealth Preservation Solutions

  • Services Overview
  • The 360° Stress Test
  • Our Recent Book
  • Insights by Kevin Ellman
  • Articles & Videos
  • About Us
    • About Wealth Preservation Solutions
    • Kestra Investment Management 
  • Contact Us

Disclosure

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Wealth Preservation Solutions is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not offer tax or legal advice.

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