Family Business SuccessionPreparing both your family and your business for the future.
Navigate Technical and Relational Transitions with Confidence
Do you have family members who are interested in taking over the family business or have they expressed disinterest and would prefer not to be involved?
Are you wondering how you should address family members who will not be active in the business, compared to those who are?
How critical is your business in funding your future, and how can the transition be completed effectively regarding taxes?
Family business succession brings with it its own complexities and challenges. Not only are you protecting the interests of your business and its employees, but you are managing familial relationships as well, which has the greatest potential of resulting in failure. Our team of advisors works to address both aspects so that you may succeed in every area of life. We’ll guide you through our process that leads to a successful transition that makes sense both financially and relationally.
Crucial Considerations for Your Business Succession
Learn More About Family Business Succession
You have spent years, likely decades, overcoming challenges and building a successful business. Congratulations! You have accomplished an amazing feat very few people achieve. However, your greatest challenge may lay before you: successfully transitioning to...
History has proven that 70% of family businesses will not transition to the next generation. Will yours be one of the statistics? Based on our experience guiding families to a successful transition, here are 7...
Chances are, if you died today, your net worth would drop like a rock. If most of your net worth is in a family business and/or real estate, the value your family receives could be...