Business Succession Plan
Ensuring smooth transition of business ownership.
Description
The Business Succession Plan focuses on the orderly transition of business ownership and management, whether to family members, key employees, or outside buyers. This specialized plan coordinates business and personal estate planning to ensure your business legacy continues according to your wishes while maximizing value and minimizing taxes.
Recommended For
- Business owners planning for retirement
- Family businesses transitioning to the next generation
- Partners in professional practices or closely-held businesses
- Business owners without clear successors
- Entrepreneurs wanting to preserve their business legacy