Business & Succession Planning

From getting a business off the ground and running to transitioning your business to new leadership, our team of advisors are here to guide you along the way. Our business strategy team understands that there’s no ‘one size fits all’ approach to business and succession planning—just the right approach for you and your organization’s unique situation. We’ll work with you to create a strategy that will help you achieve your goals, minimize taxes and layout a plan for growth. And, when you’re ready to start discussing how to future-proof your organization, our experts are here to discuss the various succession planning strategies (including safeguarding assets, reducing probate fees, holding shares in a family-owned company and specialized trust and estates services) and assess the unique advantages and disadvantages of each.

We appreciate that these conversations often require a careful balance to ensure business success and relationships are both kept intact throughout the entire process. Our business and succession planning team handle these conversations with great sensitivity and also offer facilitation services to help mitigate any issues.

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