Business Succession Planning

Leaving a real and lasting legacy

I GUIDE YOU TO LEAVE A LEGACY THAT’S ABOUT MUCH MORE THAN JUST YOUR MONEY

As an entrepreneur, your legacy may be the most significant issue you think about when it comes to what matters most to you — your family and your work in the world.

After you are gone or in the event of your incapacity, your loved ones, family, business partner, clients, vendors, and others will miss you deeply. Your business needs to be able to go on to support them. You will either leave them with a legacy that is meaningful, easy to manage or cash out, and keep supporting them — or you will leave them with a big mess.

Time and time again, this issue is overlooked by business owners and business lawyers serving their business owner clients.

Not here.

OUR ONGOING CONVERSATION

Once your business entity is incorporated and online with agreements, insurance, intellectual property planned for and protected, and financial systems filling the coffers, I shift the conversation away from set up to the all-important exit.

It’s not the first time we will have discussed it as all of our business set ups are planned for based on your eventual exit plan, whether that is selling the business at a certain point, operating it for income as long as desired, or passing your business on upon your death.

Schedule a LIFT Your Life and Business Planning Session today.

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