Older gardening business owner posing with young worker

Planning For Business Succession


Whether you plan to pass on your business to family, sell it to a partner or involve someone new, a succession plan is vital to helping you meet expectations and maximize the value of your life’s work.

Start a Conversation Contact Us

Conversations about financial and business matters among family members can be difficult, which explains why many entrepreneurs avoid talking about succession planning and hope for the best. However, a conversation deferred is not a conversation avoided.

On the other hand, a strong dose of planning today can help you avoid conflicts in the future. Whether you decide to keep your business within the family or sell it to an outside party, laying the groundwork for a sound ownership transition involves the following three elements.

Planning For Business Succession
Planning For Business Succession

Start a Conversation Contact Us