Recent Insights
Legacy Planning for Entrepreneurs: Beyond the Business
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?
Succession Planning for Family-Owned Businesses
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.