According to the U.S. Federal Reserve, 90% of all U.S. businesses are family owned.  However, only about 30% of family businesses successfully transition from the first generation to the second, and less than 10% survive to the third generation.  It is not that most family business owners plan to fail; they simply fail to plan.

Successful family business succession planning requires a delicate balancing of legal, financial, governance, tax, family and psychological considerations.  It is never too soon to begin the planning process.  We can help you develop a long term strategy that will accomplish your goals.