Succession Planning
Succession is not a single transaction. It is a coordinated plan to transition ownership, protect long-term value, and align tax, estate, and cash flow decisions so implementation stays clean.
Clarify objectives, timing, and successor readiness
Coordinate tax, estate, and financing decisions
Build an implementation plan you can execute with confidence
How succession planning works
The goal is to reduce uncertainty and improve execution. We start by clarifying objectives and constraints, then coordinate the planning disciplines involved so the transition is structured, financed appropriately, and aligned with your broader plan.
Define objectives and timeline
Assess structure and funding options
Coordinate tax and estate alignment
Implement and review over time
Key decision points that shape outcomes
Timing and readiness
The best structure fails if timing is off. We align timeline, successor readiness, and the realities of cash flow.
Structure and financing
Ownership transitions often require financing choices that impact long-term value. We pressure-test options and coordinate implementation.
Tax and estate alignment
Succession decisions should not create avoidable tax or estate complications. We ensure alignment across the plan.
Living buyouts
A living buyout can be an effective way to transition ownership while the current owner remains active, supports continuity, and reduces operational disruption. When structured properly, it can create a practical path for successor ownership while keeping the business stable.
We have specific expertise in living buyouts. Our role is to coordinate the strategy, model the cash flow impact, align the funding approach with long-term planning goals, and work alongside tax and legal professionals to support clean execution.
Clear implementation plan
Defined timeline, responsibilities, and milestones to keep the transition moving without ambiguity.
Cash flow and funding clarity
We assess affordability, stress-test assumptions, and ensure the plan supports stability for all parties.
Coordination with tax and legal
We coordinate with your accountant and lawyer so the structure supports the intended outcome.
Where we fit
We act as the coordinator across planning disciplines so the succession plan is aligned, structured properly, and executable.
That includes sequencing decisions, coordinating with your professional advisors, and keeping the plan updated as goals, timelines, and business realities change.
What success looks like
Success looks like a transition that protects long-term value, reduces uncertainty, and creates a clear path forward for both the current owner and the next generation of ownership.
Ready to discuss succession options?
A short planning conversation can clarify next steps, identify constraints, and determine whether a living buyout is a fit.