What We Do

Building Succession Bridges Process


We ask the rigt questions. We listen. We care. Understanding your business can be complicated, but if we follow a process for uncovering key issues, we can cut straight through to your priorities.
We use a Business Viewpoint Exercises that looks at your business from four critical viewpoints.

  1. As a Business Owner
  2. As a Business Manager
  3. As an Employer
  4. As an Individual Family Business Member


We customize your plan to address your priorities and issues.

In developing an Exit Strategy for your business, there is no one-size fits all plan. We customize your plan to address your priorities and issues to help ensure a smooth transition.

Just like eating an apple, if you try to take it in one bite you'll choke on it. Our job is to walk you through the process one step at a time.
Some of the most common issues are:

  • Funding of Buy/Sell Agreements
  • Business Continuation/Succession Reserve Account
  • Funding of Capital Gains Tax
  • Individual Pension Plans
  • Collateral Term Insurance
  • Key Executive Insurance/Deferred Compensation


Solutions that fit your plan.

We work with other professionals to begin integrating your business needs with your personal objectives into a meaningful succession plan. We also work to develop a contingency plan to protect you prior to the need for succession planning. We look at your short term needs in addition to the obvious long term needs.


We're here to assist you.

Just as we've said everything in life is a series of transitions most of these things are not laid in stone. There will be reasons to make changes as life goes on.

A good plan needs to be flexible to adapt to changes along the way. We're here to see you through those changes.


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