Let's Talk About Succession Planning

Your goals may be more personal these days. You’ve never let chance control your business – or your family. But do you have a plan for the future? Balancing business and family isn’t always easy. We can help you work out business and personal goals. Contact a PwC professional in your area, and Let’s talk about succession planning.

How well are you planning for succession?
Use our checklist to find out. Have you:

1. Identified your successor, or that you are looking for a purchaser?
2. Determined a realistic timeline?
3. Weighed potential tax liabilities and planned to minimize costs?
4. Integrated your business succession planning with your personal estate planning?
5. Drafted documents to execute your plan?
6. Communicated your plan to stakeholders from both business and family?
7. Developed a contingency plan in case you or a key manager become incapacitated?

How we can help
We can help you improve communication, accountability, as well as strategic planning and setting up a Family Office.

Find out more about our succession planning services.

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