Broker Check

Business Transition Planning

Business Transition Planning

Business Succession Planning is a complex process and takes a seasoned planning specialist to model the options available and identify the most appropriate path with the most favorable outcome that aligns to values most importantly held by you, your business partners, and your family.


Stage 1


  • Business Readiness
  • Building the Strategy
  • Creating the action plan
  • Growth or Exit
  • Life after planning
Stage 2


  • Partnership agreement
  • Emergency management plan
  • Executive incentive programs
  • Succession Planning
Stage 3

Building Wealth

  • Evaluation of current retirement plan
  • Retirement plan optimization
  • New comparability, profit sharing, and cash balance
  • Financial wellness
Stage 4

Your Legacy

  • Comprehensive Plan
  • Future Roadmap
  • Personal Financial Discussion

Latest News

More About Legacy Planning Services


View your wealth management website

Investor 360

View your Commonwealth accounts