Business succession planning

You have worked hard to build a business. Few people who have not been in your shoes can understand what it really takes to build a successful enterprise. It is near and dear to your heart and often occupies most of your time.

But what happens if your time runs out before you expected? Is your family or your partner prepared to take over in your absence?

Benefits of a succession plan

A business succession plan is more than just a will, although a will is an irreplaceable component. If you have partners, will they be able to come up with the cash required to purchase your share from the estate? Are you grooming successors to take your place?

Every business is unique. A good succession plan takes that into account and is crafted specifically to meet your needs. We work with other advisors you may have to achieve your goals.

Reflecting your values

We understand the importance of faith and values, and we encourage you to include these important elements of your life in establishing your business succession plan.

A reliable partner

A significant decision in establishing a business succession plan is choosing a reliable partner who will be there when needed most. Our parent company, Everence, was established in 1945 as a church-related organization that helps people manage God’s gifts in ways that honor God. We are an independent organization that is not a candidate for a merger or buyout.