SuccessCare Program: Succession planning & family business planning

Ike did it right: successful family succession planning
In 2004 I learned that Ike’s tax strategies had helped him achieve yet another goal: transferring one of his franchised restaurants to his daughter.

Keep your eye on the ball
Performance is a critical component as you prepare your business for sale or transition.

Family ties can put companies in a bind
In family businesses, strain between relatives can be more severe when finances are tight.

Family Business Resources - Wealth / Estate Planning

What is a Wealth Plan?

If you are younger than 55 you need a wealth plan. If you are older than 55, then create an estate plan.

Estate Conservation

Your estate may be subject to a number of taxes, fees and costs that will reduce the value received by your heirs.

Capital Gains Tax Liabilities

Through hard work and good financial planning, you likely have property and assets that are worth far more than their original cost.