Succession Planning for Business Owners

Whether you choose to keep and grow your business or prepare for a transition,
here’s how we help:

IF YOU’RE LOOKING TO KEEP AND GROW YOUR BUSINESS

Improve
Workplace Dynamics

Increase Profitability and Net
Cash Flow

IF YOU’RE LOOKING AT TRANSITION OPTIONS

To Family
Members

To an Internal Team
Who Are Like Family

To a Third Party,
Either Partially or Fully,
Now or in the Future

Our goal is to increase your business’s market value and net cash flow,
making your transition smoother and more profitable.

GETTING STARTED

Contrary to the typical business transition conversation that centers around the operating entity and its ownership structure, we begin by ensuring you know what problem you’re seeking to solve.

By taking the time to go through a 5 to 10-minute survey, we help you obtain immediate clarity about which areas you have nailed, and you are concerned about, as well as talking points for you to take over the conversation with your collaborative team. Help them focus on helping you (not just focus on what they normally do).

The Business Succession Journey

The methodology guides you to explore and design what you would like to have happen to the business when you’re no longer at the helm daily.  The methodology considers all relevant people, relationships, systems, processes, financial metrics, and time horizons associate with your options.

Click the button below to learn more and to go through the short survey.

JOIN US AT OUR NEXT LIVE EVENT from our BUSINESS SUCCESSION SERIES

Our next live event will be held at The Club at Nevillewood at 3:00 pm on Thursday, September 19, 2024.

Click the button below to register. (There’s no cost to attend but seating is limited.)

AFFILIATED FIRMS

As members and instructors at the Southern California Institute, we often work collaboratively with other advisors in accordance with the We-Driven Mindset mentored there.

Through SCI’s Certified Founders Group Associate (CFGA) programs, we completed a course designed to help our teams work seamlessly together and work through all facets of planning for succession or exit.

In addition, for Estate, Estate Settlement, Integrated Tax, Business, and Asset Protection planning as well as Family Alignment Counseling, we often collaborate with the team at Strazzeri Mancini LLP.  

As a member of The Center for Tax Strategies and Resources, we have access to advanced planning strategies and tools as well as an extended team of leading experts at the top of their field in the areas of business cash flow, profit, and equity valuation; asset protection planning; tax reduction; retirement cash flow; ESOPs; cyber security; and more.