Succession Planning

Survival Of Family Business

Eighty percent of family-owned companies have named a family member to succeed them, but only one in eight have a succession plan. You are well on your way to a secure financial future if you have a succession plan. But, we can help you if you don’t.

Succession Planning Services

It is critical to develop a well-thought-out succession plan.

We will help you train or find a successor to the company if you wish to keep it in your family. We are trusted advisors and help business owners achieve financial independence by structuring their company for long-term growth.

We work with family members and business owners to develop strategies for transitioning business ownership to the next generation. We work with you to identify the financial strengths and weaknesses of your company and develop a strategy that maximizes its value.

Succession Planning For Family Business

Our Succession Planning Services

Assist In Transition To A Family Member

Identify A Likely Buyer

Preparation For Sale, Company Valuations

Agreements To Purchase And Sell

Planning For Land And Trust Taxes

Planning Gift Taxes And Retirement

Tax Forecasts For Retirement

Restructuring Company


Get Connected

Feel free to get in touch with us if you require any additional details.


7130 Magnolia Ave Suite M,
Riverside, CA 92504