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Succession Planning

This is perhaps the most important area of business planning because it incorporates so many areas, such as family, ownership, roles/responsibilities, purpose, legacy, and even income.  Succession planning affects everyone who has an interest in the business - business partners, family members, and key employees. It is critical that you have meaningful discussions about often overlooked issues, such as who the ideal successor should be, what is the value of the business, and what is the timetable for inevitable transition or possible future sale.

No matter what event occurs, either expected or unexpected, we can help you develop a succession plan that can help ensure a smooth transition according to your vision for the business' future.