We view each succession planning engagement as an opportunity to demonstrate our creativity, integrity and expertise in providing value and bottom line results to our clients as trusted business advisors.

Who is going to lead my organization into the future? Do I have a core team in place from a leadership standpoint? Am I sure I have the right people doing the right things in my organization? Am I maximizing my people’s strengths? Am I going to be secure in my retirement? If you do not have an answer to these simple questions, you are in need of a succession plan.

We have unrivaled experience in assisting you in developing a succession plan that is right for you. Let our team of professionals assist you in securing the future of your organization.

Succession Planning Service Expertise:

• Developing a plan to assess your organization's and employee's strengths and weakness.
• Using valuation discounts to minimize transfer taxes
• Qualified personal residence trusts and grantor retained annuity trusts to leverage gift tax exclusions
• Irrevocable insurance and investment trusts to provide estate liquidity
• Charitable trusts and charitable bequests in conjunction with transfer of designated percentage of business interests to heirs
• Properly designing buy-sell agreements to achieve transfer objectives

Succession Planning Service Contacts:

Marlin Benedict, Managing Partner
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Dennis Weidman, MT Partner
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Jonathan Fry, Principal
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