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Succession Planning Services

Offering a robust line of products

to meet your personal and business needs

Objective guidance for successful succession planning 



One of the most complex issues a business faces is the succession of its leadership and the retirement of business owners. Our financial professionals can help you navigate the emotional and practical aspects of succession planning so that your business can thrive for years to come.

Preparing for changing roles is often something that is delayed because of the delicate and at times uncomfortable questions that arise as part of the process. However, delaying critical business decisions, such as those related to succession planning can be detrimental to the long-term viability of many companies due to the negative impact on the financial health. This is where our team can help by developing and implementing a well-designed succession plan.

We’ll take the time to learn about your unique business and the issues that are important to you, then make recommendations to meet your objective.



Our succession planning services include:


  • Business valuation
  • Business restructuring
  • Tax planning & projections
  • Retirement projections
  • Discretionary earnings analysis
  • Buy-sell consulting
  • Analysis of tax implications