Succession planning is often feared as complex, and with good reason.

Overcoming the fear of the complex and understanding succession planning, enables you to have greater control of the future of your business.

Consider the thought process when you are talking with your advisors about ensuring your will and estate are in order.

When you engage in the process with advisors on your actual will and estate plan, it is something you know you are not going to accomplish in a silo or overnight.

Succession planning involves much more than addressing your estate and exit plan.

While both are important components, they represent a small percentage of issues that impact the current and future success of your business.

Click the following link to read Kendall Rawls’s post on the Digital Dealer website titled:  Debunking the Succession “Misconceptions”

Read the article and then reach out us to get some insights on your own situation. Even if you don’t become a client, a few moments with us may help you save years of difficulties. Contact Us


The Succession Planning Matrix

Many people put off succession planning because they think it means retirement, exit, and the end. However; succession planning is just the beginning. It gives the owner options in terms of what “their next” looks like, whether that be growth, philanthropy, or a new business venture. Our process focuses are addressing 10 key areas of what we call the Succession Matrix.family-business-succession-planning

Click the following link for more drill-down resources on The Succession Matrix, or check out our Facebook post.

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We can provide insights and other resources and assess whether it makes sense to work together. In just 30 minutes, you may gain actionable ideas that you can immediately apply to your business. Contact us via phone or email below, or fill out the “Ask An Expert” form.