Contemplating the transition or sale of your business can be an unsettling time for some business owners depending on their Bench of Life™. It could be a time of celebration to pass years of legacy on to the next generation, or it could be a necessary decision to continue the health of the business or protect the health of the owner. Some business owners may be reluctant to hand over something they spent the bulk of their lives building. They may be forced to confront internal partnership issues, sibling rivalry or other unpleasant family conversations. If the owner(s) plan to rely on the family business for retirement income, they may worry about the impact new ownership will have on the business’s success.

These decisions present complicated planning matters that require sound advice. Working in partnership with your legal and tax advisors, we help you fund a succession or business continuation strategy that allows you to realize the equity value in your business. Our firm has guided businesses throughout all steps of the financial transition process. We never want you to feel alone in managing the risks and dynamics. Working together, we help you define a path for your financial future so the next steps on your bench of life become much more clear.


  • Planning an exit strategy
  • Estate planning and equalization strategies for a family business
  • Funding buy-sell agreements through insurance planning
  • Continuation strategies in the event of a disability or death of an owner or key person


LPL Financial does not render legal advice or LPL Financial does not render tax advice.