Build a Legacy
That Outlives You

Exit on Your Terms—with a Plan That Works

Whether you’re preparing for retirement, grooming a successor, or looking to sell, a thoughtful business succession plan ensures continuity, protects your company’s value, and reduces stress for everyone involved. We guide you through each step with clarity and care.

Why Business Succession Planning Matters

Your business is more than a livelihood—it’s part of your legacy. Without a plan, transitions can lead to family conflict, staff uncertainty, or lost market value. We help you avoid those outcomes with a tailored strategy.

Owner Retirement Planning

Design a transition that honors your goals and timeline.

Family & Partner Transfers

Coordinate succession between co-owners, spouses, or next-generation leaders.

Business Sale Preparation

Structure your business to be sale-ready and legally protected.

Buy-Sell Agreements

Draft agreements that clarify transfer rights and valuation.

Tax-Efficient Transfer Strategies

Minimize tax exposure through gifting, trusts, or phased ownership.

Contingency & Emergency Plans

Prepare for sudden incapacity, disability, or death with clear documentation.

Succession planning isn’t just for retirement. It’s for protecting your business from the unexpected and preserving what you’ve built. The earlier you start, the more options you’ll have.

Start Planning—Before It’s Urgent

A black circle is floating in the air on a white background.

Avoid disputes with co-owners or heirs

A black circle is floating in the air on a white background.

Protect business value for buyers or successors

A black circle is floating in the air on a white background.

Plan transitions around tax advantages

A black circle is floating in the air on a white background.

Communicate expectations to key staff

A black circle is floating in the air on a white background.

Establish timelines and action steps

Who Needs a Succession Plan?

From solo entrepreneurs to family-owned companies, any business with leadership responsibilities and assets should have a plan for the future.

A black circle is floating in the air on a white background.

Owners preparing for retirement

A black circle is floating in the air on a white background.

Founders of family-run businesses

A black circle is floating in the air on a white background.

Professional service firms (doctors, dentists, attorneys)

A black circle is floating in the air on a white background.

Partnerships with multiple stakeholders

A black circle is floating in the air on a white background.

Business owners with no identified successor

Three people speaking to each other.
A black and white drawing of an envelope and a phone.

Succession Planning FAQs

  • When should I start succession planning?

    Ideally 3–5 years before your expected exit, but sooner is always better.

  • Can you help with intergenerational transfers?

    Yes, we often work with parents and children or multiple family members to structure fair and functional plans.

  • What if I don’t know who will take over yet?

    We’ll help you evaluate options, including selling, grooming a manager, or naming a fallback successor.

  • Can this be combined with estate planning?

    Absolutely. We often coordinate business and estate plans to align goals and reduce tax burden.

A family of four having a picnic at a park.

Let’s Protect the Business You’ve Built

Tailored exit and succession strategies

A white check mark in a black circle on a white background.

Legal and tax coordination

A white check mark in a black circle on a white background.

Family-friendly planning

A white check mark in a black circle on a white background.

Experience with LLCs, partnerships, and corporations

A white check mark in a black circle on a white background.

Confidential, values-aligned guidance

A white check mark in a black circle on a white background.