Succession Planning

At Windham Brannon, we understand the ultimate goal of most closely held organizations is either to become a legacy business, passed down through the family, or to ultimately be sold to others, providing financial resources for the owners to benefit themselves, their family, and often charitable causes.

Our succession planning professionals help clients identify long-term objectives and develop strategies consistent with accomplishing them. The succession planning process for the multi-generational business also considers the unique dynamics of family relationships in making recommendation for passing control from one generation to the next.

Windham Brannon has the experience creating the strategic succession plans that assure business continuity €”and mutual benefit for key parties involved.

Family Owned Business

Merger & Acquisition Strategy

Tax Planning

Selling Strategies

Re-evaluation of Existing Plans

Ownership vs Control Advice

Managing Conflict

Transition Planning