Petersburg: (804) 862-1585

Dinwiddie: (804) 469-7812

Chester: (804) 748-8144

Business & Farm Succession Planning

Take Charge of Your Business' Future

Exiting the business isn't something most entrepreneurs think about. Yet having a succession plan is crucial for the life of any business. Without a formal succession or transition plan, a small business or farm operation risks both its longevity and bottom line.

In many cases, however, family owned business owners don't take the necessary steps to assure a smooth leadership transition, either because they don't clearly identify a successor or because they fail to prepare their company to succeed without them.

Your business or farm will transfer at some time to someone - What remains to be seen is who will ultimately wind up with the result of your lifetime of work, and if the outcome will be acceptable to you and your family.

Help Ensure Continuation

When livelihood and family legacy is at stake, we have a responsibility to make a conscious effort to construct a plan for the worst case scenario, even though the optimist in us is nearly always hoping for the best case scenario.

Planning for Transition

If you think your current transition scenario would create an unacceptable outcome, you may have an opportunity, if not an obligation, to research alternative plans for your family.

We believe that it takes a team of succession experts to design and implement a successful transition. At a minimum, this means working with legal, accounting and financial professionals who are experienced in the field of succession planning and who can help ensure a seamless, productive, and unifying transition.

Schedule Your Analysis

Our team is here to answer all your questions. Contact us today to learn how we can help you pursue your goals.

Appomattox Insurance
Proceed to Appomattox Insurance

The links being provided are strictly as a courtesy to our clients. When you link to any of the sites provided here, you are leaving our site. Our company makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving this website and assume total responsibility and risk for your use of the sites to which you are linking.