Business succession planning is all about ensuring that you achieve the outcome you want for your business and wealth, as well as for yourself and your family. Whether you wish to sell your business or pass it to the next generation, it is important to plan well ahead to protect your wealth and ensure that you and your family are taken care of in your retirement.
We can help to maximize the value of your business, tailor your involvement for as long and at the level you wish, protect your wealth and capital for yourself and your family, and potentially transfer the business to the next generation in a manner that will provide for its continuity and growth.
Business succession planning is important, and should not be left to chance. An unexpected event can derail your goals, such as death or illnesses, family disputes, a changing market, or a loss of wealth caused by improper tax planning or corporate structure. While you may not avoid such events, a succession plan can consider and provide for these contingencies.