Business Succession

Area of Concern
Orderly transition of business from one generation to the next.

Summary
Without a comprehensive plan for the transfer of ownership of a business, before the need arises, there can be chaos for the management team. With a well laid out plan, this can be as simple as signing a few documents. A good plan will cover the retirement, the disability, and/or the death of the owners. This plan will discuss possible funding options for the transfer of ownership.

Required for Review
A complete set of current documents and financing vehicles.