Business succession

Sound planning is critical to the successful transfer of a business.

The health and longevity of a family business depend on early succession planning and on communicating the results of that planning in a timely fashion. Planning should be an ongoing process rather than a distinctive event. This approach will increase the likelihood that the business will endure well beyond a leadership transition, delivering lasting value to the family and other key stakeholders.

Business succession - explore the visual story

Sticky baton syndrome
Business ownership agreement

Contact us

Brittney Saks
US Personal Financial Services Leader
Tel: +1 (312) 298 2450

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