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A Legacy of Experience
Creating a business succession plan is critical for every California business owner. However, successfully transferring a business requires more than a plan – it also requires action. Business owners must prepare their successor, so the transition is smooth for both...
Some business owners know exactly who will take over their business. They might choose a sibling or their child to step up and take over the family business. Or, entrepreneurs who run large companies might choose a co-owner or partner to take over after they leave the...
It is essential for business owners to create an estate plan. We have discussed this many times in past blog posts, but it bears repeating. Business owners create plans and strategies for the future constantly, yet many still postpone estate planning, even if they...
Most business owners spend most of their lives building their business to where it is today. The success of the business is likely one of their proudest legacies. But as business owners get older, they may want to start thinking about what happens to the business when...
You are the key to your business’ success. The company’s vision, strategy and day-to-day operations all come back to you. If you were to not show up for a week, with no communication and no explanation, what would happen? It’s a bit of a terrifying thought, but it...
For business owners, estate planning is critically important. Regardless of the type of company they launched, an estate plan can help business owners protect what they have worked so hard to build and also provide them with a sense of security. So, here is an...
Celebrating 39 Years
