Your accountant and attorney provide critical expertise and should be an integral part of your succession planning team. However, few attorneys and CPAs have developed a full understanding and are comfortable with facilitating highly emotional and interpersonal management and business issues. In addition to estate planning and business structuring, your business is vulnerable to issues related to family dynamics, business performance, management teamwork, leadership continuity, strategic planning and successor preparation.

A succession planner provides extensive experience in uncovering and addressing mine fields in any area that could impact the current and future success of your business. They provide a creative problem solving perspective to your team that unites the technical, emotional, interpersonal, family, management, and business issues into workable solutions towards your end goal.

A critical component to succession planning, is teamwork. As a result, a succession planner strives to ensure your CPA, attorney, family and management are all working in harmony to achieve your goals.