Business Succession Planning


Business owners need a strategy for the future.  There are many options depending on the circumstances.  If you are an owner of business interests, the most important idea is to start forming your goals and tailor your plans accordingly.  Often times, there needs to be a buy-sell agreement in place or some type of exit strategy.  The use of trusts to hold business interests is incredibly important as well.  This always ties in to your overall estate planning.

My goal is to make your business a priority so you have a plan for the future.  You want to get started as soon as possible and tweak your plans as times move on.

After an initial 15-minute discovery call, the steps to work on business succession matters include:

1. An Engagement Letter is signed and Retainer Sent