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Our Planning Process Business Owner Planning Estate Planning Investment Planning Retirement Planning Strategies
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i_spacer.gif i_spacer.gif i_l3_diamond.gif Case Study i_spacer.gif i_spacer.gif i_spacer.gif
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i_spacer.gif i_spacer.gif Succession Concepts i_spacer.gif i_spacer.gif i_spacer.gif
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i_spacer.gif i_spacer.gif i_l3_diamond.gif Buy/Sell Agreements i_spacer.gif i_spacer.gif i_spacer.gif
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i_spacer.gif i_spacer.gif i_l3_diamond.gif Stock Redemption i_spacer.gif i_spacer.gif i_spacer.gif
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i_spacer.gif i_spacer.gif i_l3_diamond.gif Cross Purchase i_spacer.gif i_spacer.gif i_spacer.gif
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i_spacer.gif i_spacer.gif i_l3_diamond.gif Gifts of Corporate Stock i_spacer.gif i_spacer.gif i_spacer.gif
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i_spacer.gif i_spacer.gif i_l3_diamond.gif Life Insurance i_spacer.gif i_spacer.gif i_spacer.gif
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i_spacer.gif i_spacer.gif i_l3_diamond.gif Private Annuities i_spacer.gif i_spacer.gif i_spacer.gif
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i_spacer.gif i_spacer.gif i_l3_diamond.gif Family Partnerships i_spacer.gif i_spacer.gif i_spacer.gif

Financial Planning


Succeeding in business succession.

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Family business experts estimate that approximately one-third of family businesses will survive to the second generation, 12% will survive to the third, and 3% will still be viable in the fourth generation and beyond*. This proves that whether you plan to retain or sell your business at death, disability or retirement, you need expertise to help you structure an arrangement to maximize the tax and financial benefits to you and your family. Our associates are specialists in business succession planning strategies, including buy-sell agreements (such as stock redemption and cross-purchase agreements), the use of life insurance, grantor-retained annuity trusts and family limited partnerships. We work with you and your advisors to develop strategies that maximize control if you wish, while still allowing the business to smoothly transition whenever you choose.

Facts on Family Business in the U.S., from the Family Firm Institute, ffi.org

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