Succession Planning

Survival of Family Business

Although eighty percent of family-owned businesses have appointed a family member as a successor, only one in eight has a succession plan in place. If you already have a succession plan in place, then you are already on your way to a stable financial future, but we’re here to help if you don’t.

To get a free consultation or start working with us, fill out the form.

Creating a
Well-Designed Succession Plan Is Crucial

If you want to keep the company in the family, we will work with you to train your successor to take over the company or find one if you have not already done so. As trusted advisors, by structuring their company to facilitate long-term growth and prosperity, we help business owners secure financial independence.

We collaborate with business owners and their families to create strategies to transition business ownership to the next generation. When you want to sell, we work with you to define your company’s financial strengths and weaknesses and create a strategy to optimize its value.

Creating a
Well-Designed Succession Plan Is Crucial

If you want to keep the company in the family, we will work with you to train your successor to take over the company or find one if you have not already done so. As trusted advisors, by structuring their company to facilitate long-term growth and prosperity, we help business owners secure financial independence.

We collaborate with business owners and their families to create strategies to transition business ownership to the next generation. When you want to sell, we work with you to define your company’s financial strengths and weaknesses and create a strategy to optimize its value.

What We Do For You

Assist in transition to a family member
Identify a likely buyer (s)
Preparation for sale, company valuations
Agreements to purchase and sell
Planning for land and trust taxes
Planning gift taxes and retirement
Tax forecasts for retirement
Restructuring Company

Ready to get started?

To start working with us call at 404-900-1040!
Book an Appoıntment

What Our Customers Say

We believe that our clients’ success equals our success. We understand you and your business' needs.