Who We Serve

Preserving a lifetime of hard work in an owner’s business and passing it along to the next generation is a difficult process. Studies show that 70% of businesses fail as they move from the first to the second generation of owners.* This is because many business owners neglect to plan for the eventual transfer of their business.

There is a direct correlation between a business owners’ personal financial planning and the successful transition of their business (often their most valuable asset). The extent to which these complex issues are integrated, heavily influences the likelihood of success. Building wealth outside of a family business is critical to any business succession strategy.

Business Succession Planning Strategies:

• Properly Structured and Funded Buy–Sell Agreements
• Management Succession and Retention of Key Employees
• Stock Transfers and Re-Capitalization
• Business Valuation Services
• Employee Stock Ownership Plans (ESOP)

“Your legacy should be that you made it better than it was when you got it”
- Lee Iacocca