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 want to maintain?

**Is there someone capable of running the business when you decide to step down?

**Are there key employees who must be retained?

**Are there sufficient assets to pay the estate tax, equalize the estate and keep the business?

**How much money do you need to reach your financial goals?


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.

contact us

Northern California Office

3017 Douglas Blvd. Suite 300

Roseville, California 95661

(916) 780-7555

contact us

Southern California Office

Serving Orange County Communities

(949) 966-0304