Succession Planning
Secure the Legacy. Strengthen the Future.
You’ve built something meaningful—now it’s time to protect it. Whether you plan to pass your business to the next generation or prepare it for sale, a well-crafted succession plan is essential to preserving your legacy and ensuring long-term financial security.
At Well Kept Advisory, we help business owners transition with clarity, confidence, and control. Because succession isn’t just about stepping away—it’s about setting the next chapter up for success.
Are You One of the 1 in 8?
While 85% of family-owned businesses identify a successor, only 1 in 8 has a formal plan in place. If you’re one of them, you’re already ahead. If not, we’re here to help you get there.
Succession Planning: The Cornerstone of Your Financial Future
We work closely with business owners and their families to design succession strategies that reflect your values, maximize your business’s value, and support a smooth transition—whether to family, leadership, or a buyer.
Here’s how we help you plan with purpose:
Internal Transfers to Family Members – Navigate the emotional and financial complexities of keeping it in the family
Buyer Identification & Vetting – Find the right buyer and prepare your business for a successful sale
Business Valuations – Understand your worth and position your company for maximum value
Buy-Sell Agreements – Protect all parties with clear, legally sound agreements
Estate & Trust Tax Planning – Preserve wealth and minimize tax exposure across generations
Gift Tax Planning – Strategically transfer ownership while staying compliant
Retirement Planning & Tax Projections – Align your exit with your personal financial goals
Business Restructuring – Optimize your structure for transition, growth, or sale
Don’t Leave Your Legacy to Chance
Succession planning isn’t just about exit—it’s about intention.
With Well Kept Advisory, you get a trusted partner who helps you protect what you’ve built and plan what’s next.
Secure the Legacy. Strengthen the Future.
You’ve built something meaningful—now it’s time to protect it. Whether you plan to pass your business to the next generation or prepare it for sale, a well-crafted succession plan is essential to preserving your legacy and ensuring long-term financial security.
At Well Kept Advisory, we help business owners transition with clarity, confidence, and control. Because succession isn’t just about stepping away—it’s about setting the next chapter up for success.
Are You One of the 1 in 8?
While 85% of family-owned businesses identify a successor, only 1 in 8 has a formal plan in place. If you’re one of them, you’re already ahead. If not, we’re here to help you get there.
Succession Planning: The Cornerstone of Your Financial Future
We work closely with business owners and their families to design succession strategies that reflect your values, maximize your business’s value, and support a smooth transition—whether to family, leadership, or a buyer.
Here’s how we help you plan with purpose:
Internal Transfers to Family Members – Navigate the emotional and financial complexities of keeping it in the family
Buyer Identification & Vetting – Find the right buyer and prepare your business for a successful sale
Business Valuations – Understand your worth and position your company for maximum value
Buy-Sell Agreements – Protect all parties with clear, legally sound agreements
Estate & Trust Tax Planning – Preserve wealth and minimize tax exposure across generations
Gift Tax Planning – Strategically transfer ownership while staying compliant
Retirement Planning & Tax Projections – Align your exit with your personal financial goals
Business Restructuring – Optimize your structure for transition, growth, or sale
Don’t Leave Your Legacy to Chance
Succession planning isn’t just about exit—it’s about intention.
With Well Kept Advisory, you get a trusted partner who helps you protect what you’ve built and plan what’s next.