For many entrepreneurs, their business is more than a source of income—it’s a reflection of their vision, values, and life’s work. As they approach succession or exit, the question becomes: what legacy will I leave behind?

Family-owned businesses are the backbone of many communities, representing generations of hard work, values, and legacy. Yet, succession planning within these enterprises can be uniquely complex. Balancing family dynamics, leadership transitions, and long-term business viability requires a thoughtful, strategic approach.

A business transition—whether through sale, succession, or merger—can be one of the most financially significant events in an entrepreneur’s life. Preserving the value of that transition requires careful planning across multiple domains, including tax, legal, and investment strategy.