Protect Your Money
Business Succession Solutions
You’ve built something. Now build its future — and yours.
Business Succession Consulting So You Succeed In Life
You’re an entrepreneur. You build, and then build more. If you’re looking for your next opportunity to grow and diversify while protecting your life’s work, you want a succession plan that leaves you in control. This is what we’re here for.
Our business succession solutions help you plan for the future and any possible contingencies. By running a full “all possibilities” scenario exercise, we help you:
- Uncover issues
- Discover opportunities
- Improve communication with other members of the business
- Spotlight family issues
- Identify the next generation of leadership
- Consider Tax Implications
You might be ready to move on now, or are just getting everything in order. We’re here to help you see the whole picture.
Business Succession Consultants Who See Your Future
Our advisors are always looking around the corner. They identify potential threats and opportunities that you might be too close to see. They create solutions to problems you might not have seen coming. They help make sure your, your families’ and your employee’s futures are taken care of.
How? By getting to know everything about you and your business. By getting to know what your plans are, and how to get there. By marrying promise and possibility.
Our advisors have an entrepreneurial mindset, coming up with creative, innovative solutions for our entrepreneurial clients.
How Our Business Succession Solutions Work for You
Building the future begins today. Here’s what happens when you work with one of our advisors. Whether you’re looking to liquidate, sell, transfer to a key employee or keep it in the family, you need to know what’s around the bend.
- Run a fire drill. What would happen legally under your current structure if you passed away or were unable to work due to a debilitating disability? What would happen to your revenues? Employees? Let’s set a baseline and determine if it can be improved.
- Build a set of alternative pathways you could set up. Vet and model each one until a preferred option makes itself clear.
- Implement the revised succession plan. This may involve outside experts including business valuation experts, accountants and attorneys. We coordinate the team and get you to the result you desire.
More Ways to Protect Your Money
You’re always looking to the next opportunity. We’ll protect what you have done so you can do more.
Resolve conflicts, solve tax issues, and manage your insurance portfolio over time.
Estate and Philanthropic Planning
Build a legacy while minimizing tax risk. Build what matters to you.
Protect More. It’s How To Live a Fuller Financial Life
Protecting your money via strategic estate planning and smart insurance solutions are just one part of our three-part strategy to maximize the rest of your life.
Protect Your Money
You’ve worked too hard not to protect what you’ve earned for you, your family, and your legacy.
Custom Business Succession Solutions in Chicago, Florida, and Everywhere
We create customized, comprehensive succession for clients across the country. From our central headquarters in Chicago and Florida we analyze risks and identify solutions. Our advisors are here to protect your money so you can live your best life.
Customize Your Business Succession Plans And Secure Your Future
Your legacy is more secure when you have every step planned out. We’ll help you get there.