The family business is, and often remains, a primary source of financial security.
Holly Street Wealth can help you develop a business succession strategy that meets the needs of family stakeholders throughout the generations. We offer comprehensive transition planning for those wanting to move from active ownership and management to passive ownership.
As part of these services we may provide:
- Exit strategies for the majority stakeholders of a business
- Incentive planning for senior management
- Pre-sale preparation services
- Assistance in identifying and training succession leadership
- Planning services for key stakeholders to maximize overall after tax gains
If a family business is to continue, it is vital to consider the goals, talents and expectations of other stakeholders. As a neutral advisor, Holly Street Wealth can help you realistically evaluate the business skills, experience and desires of potential successors to make the most advantageous decisions.