Planning for Identifying Successors

A passionate entrepreneur readily shares his or her passion for their business with others, but may find it difficult when contemplating who to select as their successor in the business. The very qualities that serve the entrepreneur so well, such as self-confidence, focus, self-reliance and drive, can conspire to prevent the business owner from identifying with and actively engaging in the business succession process.

The value we provide to our clients is more than just drafting documents and forming entities. We engage the business owner in analyzing the business and the potential successors, in the context of assessing not only the owner’s tax and financial objectives, but also determining what is in the best long-term strategic interest of the business.

Among the many considerations of the business owner when identifying potential successors are:

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