Business owners deal with a unique set of challenges. One of these challenges includes succession planning, which is the process of the transfer of ownership, management, and interest of your business.Eventually, you will want or need to exit your business. The only question is, when? Whether you’re approaching retirement or looking to exit for other reasons, hoping to sell or wanting to pass it down to the next generation, having a plan in place will undoubtably lead to a smooth transition. Part of that transition is ensuring there is a complete financial strategy in place. You should only need to go through this process once, but we have been through it many times before. Tell us what you envision for yourself and the end, what drive you and how you wish for your legacy to be structured. From there, we will work together with your other professional advisors throughout the process to achieve the desired outcome.