Succession Planning
Safeguard Your Legacy. We understand the absolute necessity of passing your legacy and/or company into the future.
Succession Planning
Building a successful business is hard, but leaving your company’s legacy unprotected is heartbreaking. Safeguard a lifetime of achievement with business and leadership succession plans. We excel at succession planning — the practice of using estate planning strategies to increase the survival of your family business when you retire, die or become unexpectedly disabled.
Grooming your business for the next generation of leadership is deep in our DNA. And, that takes careful planning. We’ll show you options for managing leadership and whole-company transfers in the event of retirement or unforeseen circumstances such as death or disability.
- Current Plan Audit
- Discovery & Review
- Design Best Options
- Irrevocable Life Insurance Trust Strategy (678 Trust)
- Buy-Sell Agreements
- Key Employee Retention Strategy
- Detailed Strategic Plan Implementation
- Team Yearly Review