Succession Planning
Succession and estate planning are known to present complex and emotionally charged issues. Our dedicated advisors will guide you through these processes so you can make the best decisions for you, your family, and your business.
Experts in Succession Planning
Simon Lever’s Lead Advisors are committed to supporting business leaders who are ushering their businesses into a new stage.
Whether you own a third-generation agribusiness or a growing manufacturing company, your succession plan requires deliberate planning and intentional execution. Simon Lever’s Lead Advisors bring objective insights to the table, identifying clear pathways within an overwhelming process.
Once key successors are identified, it becomes critical to prepare them to step into new leadership roles. We aim to be a true partner, coming to the table with a network of trusted attorneys and financial planners, all dedicated to creating a clear path forward. You need to find the right person to lead the business, while simultaneously minimizing your tax liability and ensuring you’re financially secure for the next stage of your business.
Key Services
- Succession Planning Strategy
- Estate Planning Strategy
- Estate Tax & Capital Gains Planning
- Buy-Sell Agreements
- Business Valuation
- Retirement Planning
Meet Our Succession Planning Experts
Learn More About Succession Planning
"*" indicates required fields
Service Done Differently
Service is at the heart of everything we do. Specializing in closely-held and family-owned organizations, we are deeply invested in the success of our clients. Our Lead Advisor approach gives each client access to an experienced professional who understands the value of asking the right questions and acting quickly on the solutions.