Family Business Succession Planning and Consulting

Sooner or later, everyone wants to retire. But if you own a family business, retirement is not so straight forward. Besides ensuring that you have enough money to retire on, the whole question of what happens to the business becomes paramount. Transferring a family business and by extension your legacy is a natural progression for any business owner, but it can be fraught with mistakes. The sooner you start planning the better.

Our Role:
Because of our past history in mergers and acquisitions as well as our current specializations as financial advisors, we have unique experience advising business owners in the three essential areas of planning: Retirement, Estate, and Business Succession Planning.
Each family business is different and each plan is customized to help the business owner.  Some of the planning and consulting services we provide include:

• Transfer vs. Sell Scenarios
• Valuations
• Business Cash flows
• Family Coaching
• Document Reviews (no drafting of documents)
• Retirement and Estate Planning for owner
• Tax planning
• Locate financing

• Provide referrals to business brokers and merchant and investment bankers

Fees for financial planning are hourly. For an estimate please set up a free one-hour consultation by calling Naomi Federiuk at (503) 222-9737.