Wealth Advisory Solutions for Business Owners - Business Exit/Succession Planning
Wealth Advisory
Business Owners
Business Exit/Succession Planning

Business Exit/Succession Planning

Whether you're planning to sell your business or pass it on to your family for continuation, our transition advice helps you ensure a successful retirement. First, we conduct a business structure assessment, retirement/income needs assessment, and an analysis of your estate and wealth transfer plan. Then, we'll implement a succession plan that best meets your specific circumstances.

First, it's important to consider several important questions:

  • Should you sell the business outright for a lump sum?
  • Should you sell only a portion of the company and draw an income from your remaining interest?
  • If the company is a partnership, how will that relationship affect succession, retirement, and estate planning?

Our experts can help you develop a solid succession plan that defines the role that your company will play in your retirement and estate plan. We can assist in identifying successor candidates, structuring and funding a buy/sell agreement, selecting appropriate discounting strategies, and others.

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