As part of our dedication to our clients, we also help them with long-term planning and succession planning. We know operating at the speed of business makes succession planning difficult. Unfortunately, as an attorney once told us, the chance of mortality hovers around 100%
After a few years learning from the best, I started my own architecture firm. Now I need a blueprint for succession. My CPA helped me build a plan to leave what I've built in good hands. I know the difference between revivalism and neoclassicism, but my CPA knows my business - and how to make sure it stands the test of time. If this sounds like your story, click the box to learn more.
If you own a family business, retirement isn't simply a matter of deciding not to go into the office anymore. You've got some critical questions to answer like...
The family dynamic complicates the whole transition because of the relationships and emotions involved. Most people are not comfortable discussing topics such as aging, death, and financial affairs.
Comfortable or not, succession planning should be a priority for any family business considering that more than seven out of ten family-owned businesses fail to survive the transition from founder to second generation, typically falling prey either to estate taxes or family discord - or both.
Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next.
We help you with these key issues -
What we do for you...
Once we understand how you feel about the key issues above, we begin constructing your succession plan focusing on these 5 issues...
Contact us to let us help you pass on what's taken a lifetime to build.