Succession Planning

Our succession planning experts have extensive experience in helping businesses plan for a successful transition of ownership.

The day-to-day challenges of running a business can take precedence over long-term planning. Some business owners mistakenly assume that a personal estate plan is enough to cover the transition of business ownership.

Our succession preparation and planning services ensure the transition of business ownership is fair and in compliance.

We can help you with these key issues:

  • Help you determine who’s going to run the business when you’re gone.
  • Keeping a family business in the family.
  • Tax consequences
  • Business valuation
  • Business restructuring
  • Retirement projections


Let us exceed your expectations. Contact Jennifer Lownsbury at (888) 388-1040 to learn more.

Conway, Deuth, & Schmiesing, PLLP

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