Succession Planning

We help structure and facilitate succession plans.

We work closely with you, your successors and your advisory team to design and fund effective succession plans involving family members, key employees or third parties.

Based on your needs, objectives and time frame, we identify and develop effective, tax-favored, buy-sell funding mechanisms that benefit you and your successors, while providing continuity and security for your employees. The funding mechanisms can include ESOP alternatives, lifetime giving programs, insurance solutions and more.

Through key-man insurance strategies, we can also help you protect your business and succession plan from the unexpected loss of essential employees.