Financial Life Planning for Owners of Family Businesses
Guidance to Help Fund a Great Retirement and Pass on the Business
We are here to help you:
Feel Assured You Have Everything Covered
Transition the Company in the Best Way Possible
Gain Confidence Your Financial Situation Is Stable
How Do You Pass on the Business and Make Sure You Have Enough Money to Live on?
As a family business owner, you may feel:
Worried about how to simultaneously leave a healthy company to your successors and create a good retirement for yourself.
Trapped by the many transition decisions you face that you've never had to make before.
We believe you have successfully built an asset over the years that you can now leverage to support yourself and the next generation.
Transition the Company in the Best Way Possible - for You and Your Family
Our goal is to help you:
Legal and Financial Preparations
Help you prepare for the transition, such as guidance on creating legal documents, resolving tax issues, and setting up ownership structures.
Family
Harmony
Help foster a harmonious environment within the family on business matters, reducing conflicts and nurturing consensus on the direction of the transition.
Governance and Structure Changes
Collaborate on governance changes, such as implementing new policies, updating operational procedures, and restructuring departments to align with the transition goals.