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Small Family Business Planning

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Create a Legacy that Lasts

Get confident your junior members will enable your business to thrive into the future.

Family companies hold a majority in providing jobs in America. Yet, the leading concern for a family business is in the aptitude and experience of junior members when handing management down. Creating a plan that works for you is essential. We can assist you in building a plan that will work for the future of your small family business.

Start Your Business Succession Plan Early

The more time you spend on your succession plan now, the more effortless the transition will be.


Involve your family in discussions on the plan from day one so everyone's ambitions and goals can be included.

Be Realistic

Ponder the strengths in all possible successors objectively to choose what is best for your business.

Train Your Successor

Include your successor in the inner workings at least a year before transitioning to increase the future prospects of your company.

Who This Service is For

Becoming a successful entrepreneur has replaced home ownership as the new definition of the American Dream. Being the boss can be exhilarating. But there are also significant risks to going out on your own. Unfortunately, the failure rate of small business is high.

Comprehensive financial planning for an individual or couple generally involves tax planning, risk management, investment planning, retirement planning and gift and estate planning. We can help!

Planning for Success

Understand the three stages of business


Owners/Founders run the business and make all decisions.


The owner/founder is joined by other leaders to share authority and responsibility in decision making.

Legacy building

The owner/founder and other leaders have spread knowledge throughout the organization, building leadership and creating a orderly succession plan.

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Want to Learn More?

One of the most proactive steps taken as an owner of a family business is your financial plan. Successful family businesses require financial strategies. We can help you develop a plan that fits the unique needs of your business.

In many cases, a family’s business is your most important financial asset, the source of current and future income. Let us help you form a financial plan you can trust to ensure you're ready for the future.

We can help your plan to include everything appropriate for your unique situation.

  • Balance Business Goals and Personal Goals
  • Explore Different Financing Alternatives
  • Control Costs
  • Manage Liquidity
  • Manage Small Business Taxes
  • Establish a Retirement Plan
  • Set Up An Estate Plan
  • Plan for Business Succession