Family & Closely-Held Business Transition Planning

Transition planning is one of the most important issues facing any business—and one of the most commonly avoided. Preparing the business for succession and successfully completing a transfer are often more difficult than building the business itself. However, an exit is inevitable, years away or in the near future. Few business owners want to continue operating a company for the rest of their lives. Every owner faces an eventual challenge: to control the business transition or be
controlled by the situation.

Life planning is equally important for business owners. What will the owner do in retirement? How will he or she find fulfillment? What assurance is there that the financial resources needed to enjoy that reward will be there? Despite the difficulty in tackling these issues, having a strategy for continuing a meaningful and satisfying life, and maintaining the resources to live that life, must be addressed.


Download our guide here.