We understand the ultimate goal of most closely held organizations is either to become a legacy business, passed down through the family, or to ultimately be sold to others, providing financial resources for the owners to benefit themselves, their family, and often charitable causes.

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Our succession planning professionals help clients identify long-term objectives and develop strategies consistent with accomplishing them. The succession planning process for the multi-generational business also considers the unique dynamics of family relationships in making recommendation for passing control from one generation to the next.

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We have the experience creating the strategic succession plans that assure business continuity—and mutual benefit for key parties involved.

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Our succession planning services include:

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• Determining how to effectively and fairly treat family members involved in the business—and those who are not

• Assistance with merger and acquisition strategies

• Tax planning to maximize ultimate value to owners

• Strategies to optimize value in the few years leading up to the sale

• Periodic re-evaluation and refinement of existing plans

• Advice on when to transfer asset ownership versus the transfer of control

• Managing inter-generational conflict

• Helping to maintain focus on the financial needs of initial owners during the transition planning

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