Handing down a business to the next generation or selling an owner-managed business is challenging. We spend time to understand your needs and put in place the right framework for succession in order to preserve your legacy. It is never too early to start planning succession. Whether you are starting a new business or thinking of retiring and handing over the reins to one of your children, we are ready to help you. We can help you effect a smooth and successful transition from your business, whether you are transferring ownership within your family or otherwise. Our unique approach to succession planning encompasses your personal and business situation, and is part of a complete financial strategy.