Case Study: Succession Planning

Video Transcript

One of my partners and I recently helped a family business transition from the second generation to the third. That’s a pretty rare thing in the world of family businesses. I think it’s in the single digits, as far as the percentage of family businesses that make it to that transition. And so, it was a really special thing to get to watch the second-generation participants hand the reins down to their kids and to be able to do that in a way that ensured they’d be able to have retirement income and the business would continue to thrive. Aside from our years of experience and deep knowledge of succession planning, when you work with us you will notice we are extremely hands-on. When you work with Avisen Legal, you will be working directly with the lawyer you hired. Contact us today with your questions.