Succession Planning

Business Owners know how important it is to plan for the management of their company. Succession planning is the process of identifying and preparing those who will lead your company after you retire or pass away. Succession planning incorporates many of the same concepts and tools used in personal estate planning, but focuses on the impact your retirement will have on the business: selecting new leaders and transitioning the management. This process can take months or even years, and we can help every step of the way as we identify what issues you need to consider as you prepare for your next life adventure.