SUCCESSION & CONTINUITY

Continuity is a process and not a single event in time. There is a lot to consider and it can feel overwhelming. Families find comfort when they have a roadmap to take different needs into account and navigate through both their opportunities and challenges.  

Common questions clients have when we begin the process:

• When is the right time to start?
• Will discussing succession create tension and conflict?
• Is transferring to the next generation the best strategy? Are there other options? 
• Is the next generation ready to lead and own the business?
• How can we create a path to sharing & transferring leadership?
• How do we select the future leader(s) without hurting our family relationships?
• Will the current owners struggle to let go? How can we help them?
• What is our business worth, and will it be financially viable to transfer?
• How do I integrate our family's strategy to the best tax efficient transfer strategies?