About Succession Concepts

Traditional valuation and succession solutions in the marketplace often don’t support the planning that is necessary to ensure that businesses seamlessly perpetuate into the future. Succession Concepts decided to tackle this challenge head-on and introduce a new approach to succession planning utilizing tested strategies, decades of experience, and best practices.

As a business owner, it takes a tremendous amount of time and energy to make your business successful. As a result, it is often one of your proudest achievements. That’s why it can be difficult for you to consider something that is so completely foreign – planning for succession.

The sobering fact is this – every business will transition at some point; it’s as unavoidable as death and taxes. A lack of planning for it, however, jeopardizes the stability and value of your firm TODAY.

Succession planning emphasizes a need for holistic corporate planning – one that incorporates your growth plan with your transition plan. Keep in mind, not having a plan is a plan of sorts, though it’s usually a plan for disaster.

Think of succession planning as insurance for the business – you wouldn’t leave your family without life insurance or drive a car without adequate coverage. Why treat your business any differently? Protect what you’ve worked so hard to build; prepare for your succession – you, your firm, your clients, your family, and your employees deserve that peace of mind. Succession Concepts promises to make your succession planning an exciting and joyful process.

Succession Concepts focuses exclusively on the succession planning needs of business owners. We provide guidance and educational resources for personalized succession plans around you and your business’s needs. Serving clients across the country, Succession Concepts provides valuation services, transition support, and personalized exit strategies.

You will only transition your business once – we’ll help make sure you do it right.

A new and refreshing way to plan for your legacy.