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Business Planning

A Compass for Your Business

You have worked hard to build your business and to achieve success. It is not just an important part of your financial security; it is likely an integral part of your life and your family’s life. 
Plotting a Smooth Ride
You want to make sure that your business stays on course, even when you are not there to guide it. A business continuity plan needs to consider all staffing and financial needs in the event of your absence.
Negotiating the Turns
At some point, you may want to pursue other interests in life. When you turn over the reins, how can you make sure that your business still succeeds? What’s the best route? Can family members manage it? How do I stay in control? Is there a capable management team? Is a strategic buyer the solution? How do you plan for it? Are there tax consequences? What needs to be done to avoid bumps in the road? We can help you get answers to all those important concerns.
Where Does the Compass Point?
Our financial and business specialists will work with you to plan the best course for you and your business to assure a smooth ride despite any detours you may encounter along the way. We partner our extensive family business experience with your specific knowledge of how best to manage your business. And we work with your other trusted advisors, so that we are all headed in the same direction – together.

Own a small business and looking to retire? Check out the Business Succession Planning guide!