Secure Your Family Business Legacy with Expert Succession Planning
We help closely-held business owners create holistic succession and estate plans that protect assets, maximize transfer efficiency, and create family continuity for current and future generations.
Our Comprehensive Services
We provide integrated solutions across all dimensions of family business succession planning.
Asset Transition Planning
Strategic planning for transferring business assets through sale, gift, or inheritance structures.
Learn moreFamily Continuity Planning
Frameworks for maintaining family harmony and ensuring smooth generational transitions.
Learn moreBusiness Succession Planning
Comprehensive strategies for transitioning business ownership and management to the next generation.
Learn moreEstate Planning
Comprehensive estate planning strategies to minimize taxes and ensure smooth wealth transfer.
Learn moreLife Insurance Structuring and Review
Strategic life insurance planning to optimize tax benefits and provide liquidity for succession plans.
Learn moreBusiness Structuring and Risk Management
Expert guidance on entity selection, asset protection strategies, and liability management for family businesses.
Learn moreStrategic planning for transferring business assets through sale, gift, or inheritance structures.
Learn moreFeatured Video Resources
Watch our educational videos on family business succession planning.
A Timely Cash Infusion Changed His Life
A client took a chance on my advice and it changed his life
5:55 Watch Now
Why Your Business Partner’s Estate Planning Matters
A story of the reasons for business partners to have well thought out estate plans including separate liquidity planning outside of the buy-sell agreement
4:42 Watch Now
Kept the Life Insurance In Force…Thankfully
Always ask someone competent to review your insurance before you let it lapse. My client was grateful for this advice
5:50 Watch Now
Ranch Succession Planning and Family Healing
A story of a ranch family with complex issues that found common ground in proper planning
6:04 Watch Now
The Buy Sell Agreement Summary
An overview of your most important corporate document.
6:51 Watch NowReady to Secure Your Family Business Legacy?
Schedule a complimentary consultation with our expert advisors to discuss your family business succession planning needs.