Succession Planning

Build Your Legacy

There will come a time when succession planning for your business needs to be considered. Ensuring the next level of management and ownership is ready with the skills needed to grow the success of your organization will be vital.

Our advisors can help you with the task one step at a time. We’ll work through multiple scenarios with you to help you plan on your timeline.


Succession Accounting

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When you are preparing to move on from your business, you’ll want to maximize value for when you negotiate with potential buyers. Our team of accountants will work with you to ensure that your business is in good financial health.

  • Business Valuation
  • Tax and Estate Planning
  • Transition to Next Generation

Succession Law

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Your best intentions for your business may be lost if you don’t get them in writing.

Detailed legal contracts work in everyone’s best interests and protect your intentions for succession. They articulate what all parties can and should expect in the transition.

  • Purchase and Sale Agreements
  • Shareholder Agreements
  • Wills

Succession Wealth

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You’ve built a company. You’ve built equity. Now it’s time to consider transferring wealth to the next generations.

Our advisors will work with you to find the most optimal path to reduce tax and ensure your beneficiaries maximum value from your estate.

Succession Human Resources

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Organizational Planning

Creation of an organizational chart, future job titles, descriptions, and salary bands for new roles in a growing company or for existing roles needing definition are some of the tasks that will needs to be undertaken when planning for the future of your organization.

Staffing and Successor Planning

Our HR Solutions team can help with the identification of key roles, skills, and high-potential employees, as well as the creation of training plans to both advance employees at all levels and to plan for retirement, upcoming parental (or other) leaves.

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