Why Small Business Succession Planning Isn’t Optional — And How We Can Help
As a small business owner, you’ve poured time, effort, and heart into building something meaningful. But have you considered what happens to your business when you’re ready to step away?
Succession planning isn’t just a legal matter — it’s personal. Whether you’re planning for retirement, preparing for the unexpected, or hoping to pass your business down to the next generation, having a strong succession plan in place can make all the difference.
Here’s how our business succession planning services can help secure your legacy:
Personalized Planning, Built Around You
No two businesses are the same — and your succession plan shouldn’t be either. We begin with a thorough review of your business structure, long-term goals, and personal priorities. From there, we craft a custom plan designed to ensure your business remains strong and stable through every transition.
Smooth Transitions, Strong Futures
Handing off a business is more than signing documents. It involves mentoring successors, defining roles, and preparing your team. We guide you through every step — whether you’re passing your business to a family member, a trusted employee, or preparing for a potential sale.
Protecting What You’ve Built
We help protect your business assets, intellectual property, and confidential information throughout the succession process. With the right legal structures in place, your business is better positioned to thrive under new leadership — without disruption.
Smart Tax Strategies
Transitioning a business comes with tax implications — but with the right planning, you can reduce the burden. Our team helps identify tax-saving opportunities that preserve the value of what you’ve built and maximize the benefit to you and your successors.
Staying Compliant, Reducing Risk
With laws and regulations frequently changing, it’s critical to have a legal team that ensures everything is buttoned up. From buy-sell agreements to operating agreements and everything in between, we make sure your succession plan complies with all legal requirements — and helps prevent future disputes.
Your Business Is Worth Planning For
A thoughtful, well-executed succession plan is more than just a legal safeguard — it’s a powerful way to honor your hard work, provide peace of mind, and give your successors the tools they need to succeed.
Whether you’re years away from retiring or already thinking about next steps, now is the right time to start the conversation.
Let’s talk about how we can help you plan with purpose.
📞 Schedule your consultation today by calling 724-249-2439 or visiting theskeenfirm.com/contact.
*Disclaimer: the advice provided is for informational purposes and is not intended as legal advice. It should not be relied on, nor construed as creating an attorney-client relationship.
The Skeen Firm - Protecting your legacy. Guiding your future.