Business Progression Planning

Families that own businesses have unique opportunities and challenges. Deciding what to do with a privately owned business, how and when to do it, and why is one of the most difficult and complex wealth transfers families must navigate successfully in order to avoid conflicts and strained relationships. Good family businesses do not stop; they progress to higher levels. Likewise, good families should have a “Business Progression Plan” that increases the opportunity for the family business and the family to become more valuable, and successfully grow the wealth for 100 years. We can help your family develop and apply “a business mentality, disciplines, and profit motivation” to build and preserve the family wealth.

  • Balance Sheet Analysis
  • Cash Flow Planning and Maximization
  • Integrated Tax and Income Plan Design (1)(2)
  • Retirement Planning
  • Education Planning
  • Special Saving Goals Planning
    (i.e. Weddings, Vacations, 2nd Homes, etc.)
  • Asset and Family Protection
  • Analysis of Professional Advisors and Fees
  • Tax and Income Plan Implementation (1)(2)
  • Bank Financing Analysis and Negotiations
  • Coordination of Team Advisors
  • Analysis and Integration of Private Investments into Investment Strategies