ESTATE PLANNING DONE RIGHT. WE'RE HERE FOR YOU.
Congratulations, you’ve worked hard to build your business and make it successful—now you need a succession plan.
A succession plan is more than just designating how your assets will be distributed after you die, it is a documented plan for heirs, partners and successors to follow in the event of your retirement, disability or death. This can include a program for distribution of business stock and other assets, life insurance policies, debt retirement schedules, buy-sell agreements between partners and heirs, division of responsibilities among successors, and any other elements that affect your business assets. The plan may also establish the value of your business.
In the succession planning process, you must first clearly decide your goals and objectives, as well as your company’s current human and financial resources.
** How much control of the business do you
Business Succession Plan
While clarifying your goals and wishes is important, it is not enough. You also need to communicate your vision with your family, business partners and key employees. We’re here to help. We can guide you to develop a business succession plan that ensures everyone you love—family, clients and team—can continue on with ease and love after you are gone. We protect everything you’ve worked so hard for and ensure it has the ability to continue to grow for many generations.
Northern California Office
3017 Douglas Blvd. Suite 300
Roseville, California 95661
Southern California Office
Serving Orange County Communities