SuccessIN Planning
Succession Planning
Plan Your Legacy
Is Your Succession Plan Built to Succeed?
Planning for the orderly transfer of your business is one of the most important — and most overlooked — steps a business owner can take. Without a solid succession plan, years of hard work and wealth accumulation can be lost in transition.
Our proprietary 10 Laws of Succession Planning™ framework, which we call SuccessIN Planning, gives you a comprehensive roadmap to protect your legacy, minimize taxes, and ensure a smooth handoff to the next generation or a qualified buyer.
The Framework
The 10 Laws of Succession Planning™
Shareholder Value
Maximizing the value of your business for all shareholders before and during the transition.
Unify Tax, Investment and Protection
Aligning your tax strategy, investment plan, and protection measures into one cohesive approach.
Compliant with IRS
Ensuring your succession plan meets all IRS requirements to avoid costly penalties or disputes.
Current Succession Plan Review
Regularly reviewing and updating your plan to reflect changes in your business and personal situation.
Exit Strategies
Identifying and evaluating the right exit path — whether sale, transfer, or merger — for your goals.
Structure and Savings Generated
Structuring the deal to maximize savings and minimize unnecessary costs during the transition.
Synergistic Design and Development
Building a plan where every element works together to create a stronger, more resilient outcome.
Insurance Planning
Using insurance strategically to protect the business, fund buy-sell agreements, and preserve wealth.
Options for Payment Terms
Structuring flexible payment terms that work for both buyer and seller while protecting your interests.
Network of Third Party Advisors
Coordinating a trusted team of legal, tax, and financial professionals to execute the plan seamlessly.
Free Assessment
Take the REPort Card Assessment
Find out whether your Succession Plan will be successful. The REPort Card assessment is based on our proprietary 10 Laws of Succession Planning™ and delivers customized results instantly.
Succession Planning works hand-in-hand with our Financial Planning, Tax Planning, and Retirement Planning services to give you a complete picture of your financial future.