Succession Planning

If you own a family business, retirement isn’t simply a matter of deciding not to go into the office anymore. Our experts will work with you to develop and implement a well-designed succession plan that ensures the survival of a family business and the wealth built within the business from one generation to the next.

Our professionals can help assess these key issues:

  • Determining the advantages and disadvantages of retaining or divesting the business
  • Determining ownership and management structure of the transitioned family business
  • Determining tax consequences of ownership changes
  • Determining equitable ownership transfer considering the family dynamic
  • Business valuation
  • Business restructuring
  • Retirement projections
  • Exit planning