Succussion Planning

Transitioning a business involves three interwoven plans:

  • Life Plan – Preparing for your next step in life
  • Legacy Plan – Preparing for the impact you will leave behind
  • Transition Plan – Preparing to make the transition successful

Life Plan

  • What will your role be in the business?
  • What will your role be outside the business?
  • Do you have a plan for retirement and wealth management?

Legacy Plan

We can help you achieve the legacy you desire:

  • How will your exit impact those important to you?
  • How can you identify successors?
  • How will you structure and finance the transfer?

Transition Plan

We can help you pull together all of the pieces:

  • Is your business ready for transition?
  • Do you have the right team of professionals?
  • Do you have the steps defined on a timeline?

Our Mission

Our mission is to work with our clients to develop comprehensive employee benefits and insurance plans, while providing them with industry-leading tools and support.

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