5001 California Ave., Suite 125
Bakersfield, CA 93309
661.322.5204

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Succession Planning

As a business owner, you have specialized financial planning requirements. You need a wealth management strategy that will not only help secure your family’s financial future, but also answer the question of what will happen to your business when you choose to take a less active role.

Whether you choose to transfer out of your current role or leave the business altogether, a business succession plan can help ensure the orderly transfer of ownership to your partners, other family members or your heirs.

We find that navigating buy/sell agreements and quarterbacking partnership discussions are among our most valuable services for business owners. We provide assistance and guidance in negotiating, creating and implementing business agreements between partners, family members and executives in companies of all sizes. In many cases, existing agreements are incomplete and expose owners to inappropriate risks. Our work identifies and closes these gaps.

Whether your company remains in the family or if proceeds from an exit strategy become a sudden windfall, it is important to coordinate estate, investment, and financial planning. We know the right questions to ask, the common mistakes to avoid and the tools that will help you reach your goals.