Succession Planning for SMB Owners with No Clear Successor

Most owners don’t plan to fail; they fail to plan for succession.
Our process helps business owners design a clear path forward whether that means transferring leadership, preparing for sale, or positioning for acquisition.

Why Succession Planning Matters

When your business depends on you, it isn’t transferable; That means it isn’t sellable. Without a plan, even a profitable company can lose value the moment you step away.

Succession planning protects your enterprise value, your people, and your legacy.

Our Approach

We work with business owners to build a succession strategy that creates both continuity and optionality . . giving you the ability to step back, sell, or scale when the time is right.

  1. Operational Readiness:

    Identify where the business depends on you, and create systems that make it self-sustaining.

  2. Leadership Continuity:

    Develop or recruit management capable of running day-to-day operations.

  3. Transferability & Exit Readiness:

    Strengthen financial clarity, contracts, and reporting to meet buyer expectations.

  4. Estate & Ownership Planning:

    Integrate estate planning directly into your succession strategy — aligning ownership structure, tax strategy, and control in preparation for M&A or generational transfer.

  5. Strategic Roadmap:

    Build a clear, time-based plan to maximize enterprise value and ensure a smooth transition when opportunity arises.

The Outcome

A business that runs smoothly, grows predictably, and sells for more, with both your company and your personal estate positioned for the next chapter.

Estate Planning Details

A simple process to protect what matters in just a few easy steps.

  • Who and what you're planning for

    – You, your spouse or partner
    – Your kids or grandkids
    – Your home, bank accounts, investments
    – Anything else you care about protecting

  • What you want to happen — and who you trust to carry it out

    – Who gets what
    – Who makes decisions if you can’t
    – How you want healthcare handled
    – Any special requests (gifts, charities, family heirlooms)

  • What you're worried about and how we help you prevent it

    – Avoiding court or probate
    – Protecting your family from conflict
    – Securing your assets from outside threats
    – Making sure nothing gets missed or misunderstood

 What’s included

  • Your central estate plan document that holds and distributes your assets privately — bypassing probate and keeping control in your hands during life and after death.

  • A safety net that ensures any assets not already in your trust at the time of death are still transferred according to your plan.

  • Authorizes someone you trust to make financial and legal decisions on your behalf — either immediately (durable) or only if you become incapacitated (springing).

  • Gives someone authority to make medical decisions for you if you can’t — and documents your preferences for life-sustaining treatment.

  • Legally names who will care for your minor children if something happens to you — so the court doesn’t decide.

  • A detailed plan for how your real estate, accounts, and personal property will be properly titled, retitled, or transferred into your trust to ensure your plan works.

  • We design and integrate specialized trust structures — including special needs trusts, IRA beneficiary trusts, personal asset trusts, and other tools — based on your family dynamics, asset types, and long-term objectives.

If you’re ready to protect what matters most . . let’s talk.

Schedule FREE consult