Business Succession Planning

Get a Consultation

Safeguard Your Business

If you own all or part of a closely-held business, you are probably most concerned about the bottom line. As a result, it can be challenging to plan for the continuity of your business, while simultaneously generating wealth that is accessible to you and your family. Grant Hinkle & Jacobs can work with you and your team to address many of these concerns and in a tax efficient manner.


Succession Planning Consultants

Never assume stability just because the bottom line of your business is solid. Without careful succession planning strategies, unexpected circumstances could interrupt the quality of life for you and your family.

Have you considered how your business would be impacted if you (or another key person of the firm) were to die, retire, or become disabled?  Do you have business succession planning strategies in place, such as a buy-sell agreement, that accounts for such contingencies?  If you already have a written plan, is it funded adequately so the parties have the financial wherewithal to make good on the promises made in the agreement?

If these questions are not answered correctly, your company may not survive, leaving less wealth for you and your family to enjoy. Don’t leave these matters to chance – let us guide you to peace of mind.

We have over 30 years of experience, and clients in 40 states. Our expertise aligns with your financial goals. Contact us so that we can assist you with the design, implementation, and funding of your business succession plan.



© 2017 Grant, Hinkle & Jacobs