Business Succession Planning


You have worked hard to grow your business. You have built something that can provide a living for your children, and even your grandchildren. It’s more than a job, what you’ve built is like another part of your family. Let us help you pass it down to the next generation.


Business succession planning is more than just selling your business or giving it to your children. It requires its own plans and documents. We sit down with our clients to structure customized succession plans for each individual circumstance, asking questions such as:

  • Who will replace you?
  • How much time will they need to learn how to do what you do?
  • When do you want to start stepping away from the business?
  • At what age do you want to retire?

By getting to know you and your intentions, we can build a plan that ensures the survival of your business as well as your ability to retire with the money that you need for your post-retirement lifestyle. This may mean selling the business to a third party, or passing it down to your children and having them pay you with a promissory note. We can come up with creative strategies to fit any requirement.

The best time to start a succession plan is before you plan to retire, so call us today and let us help you.


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