Succession Planning

Succession planning addresses how a person or group of people can pass on their business to others.

It’s important to do, to protect each of the business owners, the company’s employees, the company’s value , the owners’ family and heirs, and the company’s customers and clients.

Succession planning can involve an operating or shareholders agreement, a buy-sell agreement, insurance planning, and appropriate wills.

I’ll help you through the issues and legalities.