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Estate and Business Succession


Our mission is to help perpetuate private companies by educating and motivating business owners to implement values-based estate and business succession plans. Since many of our clients are family-owned and controlled, we look to ESOPs as a way to "go public privately" and yet remain in control. We are expert at combining the unique power of ESOPs with creative estate planning to achieve balance between family and business objectives.

Our unique Family Wealth Counseling/Coaching program helps business owners redirect their estate taxes into social causes they care about, often accomplishing a "zero tax" result. This process strengthens family relationships by helping transfer values—not just valuables—to future generations. Our unique approach to ESOP feasibility helps determine not only if you can establish an ESOP, but more importantly, whether you should establish an ESOP.


Other ESOP Services