Succession Planning Services You Can Trust
I understand that succession planning is an integral part of running your business, not an afterthought. That is why I am focused on helping every one of my business clients develop a succession plan that meets their needs. When it’s time for you to plan for your retirement, I'm here to help you develop a succession plan for what will happen to the business you’ve worked so hard to run during your career. Whether you run a small company that delivers valuable products to your community or are a professional with their own practice, such as a doctor, lawyer, or veterinarian, I am happy to help you develop the next steps in your business plan when you’re ready to retire.
Creating Your Custom Succession Plan
I take a proactive approach to succession planning. I sit down with every client, and I take the time to understand their goals. I work in partnership with you, so I can be certain that your customized succession plan serves your hopes for your business.
If you plan to leave the business to your family members, I can ensure that the transition from one generation to the next is as seamless and transparent as possible. I understand the unique challenges of passing on a family-owned business, including the startling fact that 7 in 10 family-owned firms do not survive the transition from founder to the second generation.
I have the expertise and am happy to take on the following for you:
• Business valuation
• Retirement planning
• Next-phase tax projections and problem-solving
• Restructuring your business to suit the transition
Instead of worrying about tax planning and business valuation, you can focus on teaching the family members who will inherit your business how the business works, introduce them to clients, and build a transition team. That focus on practical succession planning can improve the odds that your family-owned business will make the transition from founder to next generation seamlessly and successfully.
I understand that succession planning is an integral part of running your business, not an afterthought. That is why I am focused on helping every one of my business clients develop a succession plan that meets their needs. When it’s time for you to plan for your retirement, I'm here to help you develop a succession plan for what will happen to the business you’ve worked so hard to run during your career. Whether you run a small company that delivers valuable products to your community or are a professional with their own practice, such as a doctor, lawyer, or veterinarian, I am happy to help you develop the next steps in your business plan when you’re ready to retire.
Creating Your Custom Succession Plan
I take a proactive approach to succession planning. I sit down with every client, and I take the time to understand their goals. I work in partnership with you, so I can be certain that your customized succession plan serves your hopes for your business.
If you plan to leave the business to your family members, I can ensure that the transition from one generation to the next is as seamless and transparent as possible. I understand the unique challenges of passing on a family-owned business, including the startling fact that 7 in 10 family-owned firms do not survive the transition from founder to the second generation.
I have the expertise and am happy to take on the following for you:
• Business valuation
• Retirement planning
• Next-phase tax projections and problem-solving
• Restructuring your business to suit the transition
Instead of worrying about tax planning and business valuation, you can focus on teaching the family members who will inherit your business how the business works, introduce them to clients, and build a transition team. That focus on practical succession planning can improve the odds that your family-owned business will make the transition from founder to next generation seamlessly and successfully.