Business Succession Planning
Who runs the business after you, and how they come to own it, is a plan rather than an event.
Succession asks two separate questions: who takes over the running of it, and how ownership moves. They rarely have the same answer.
We work through both with you, and with the attorney and accountant who will have to document whatever you decide.
What this covers
What succession planning covers
1
Who takes over day to day
2
How ownership transfers
3
Funding the transfer
4
Telling staff and family
Talk it through before you decide anything.
Tell us where you are and what you are trying to protect.