Business Transition and Succession

For many, the family business is and often remains, a primary source of financial security. First Foundation Advisors can help you develop a business succession strategy that meets the needs of family stakeholders throughout the generations.

We offer comprehensive transition planning from active ownership and governance to passive ownership and succession leadership, as well as exit strategies, incentive planning for senior management, pre-sale preparation and planning for key stakeholders.

If a family business is to continue, it is vital to consider the goals, talents and expectations of other stakeholders. As a neutral advisor, First Foundation Advisors can help you realistically evaluate the business skills, experience and desires of potential successors to make the most advantageous decisions.

Estate Planning & Consulting Brochure (PDF)