Legacy Planning for Business Owners
Get clear on what you want your business to provide for you, your family and your team, and line up the business side of the plan with your advisors.
Talk About Your LegacyWhat's IncludedWhat's included in legacy planning
Goals conversation
What you want for yourself, your family, your team and your community, written down in plain language.
Business role in your plans
How much your future plans depend on the business, and what that means for growth and timing.
Value-building priorities
The improvements that would make the business more valuable and more transferable.
Team and culture
How to protect what you've built for the people who work there, through leadership and documented ways of working.
Advisor-ready summary
A clear summary of your business goals and status to share with your financial advisor, estate attorney and CPA.
Coordination
Help keeping business planning in step with the plans your advisors build with you.
How we approach legacy planning
Start with what matters to you
Legacy means different things to different owners: family security, a business that outlasts you, or taking care of your team. Your goals shape the plan.
The business is the engine
For many owners, the business is their largest asset. A stronger, more transferable business gives the rest of the plan more to work with.
Your advisors lead on wealth
Wealth management, estate planning, insurance and tax strategy belong with licensed professionals. We work alongside your attorney, CPA and financial advisor.
We work alongside your advisors
We work alongside your attorney, CPA and financial advisor. We don't give legal, tax or investment advice, and nothing here replaces a formal valuation.
When legacy planning helps most
If any of these sound familiar, this is a good place to start.
- Your family's future depends heavily on the business
- You want the business to outlast your involvement
- You care about what happens to your team after you leave
- Your advisors don't have a clear picture of the business
- You're not sure how your business and personal plans fit together
How it works
What you walk away with
Clarity on how your business fits your bigger picture.
- Your legacy goals, written down
- A view of how the business supports those goals
- Business priorities that move you toward them
- An advisor-ready summary for your financial advisor, estate attorney and CPA
Want your business to support the future you have in mind?
Start the ConversationLegacy Planning for Business Owners: common questions
Do you provide wealth management or financial planning?
No. We're not financial advisors and don't manage money or give investment advice. We help with the business side and work alongside your financial advisor, estate attorney and CPA.
Why would a marketing and growth firm help with legacy planning?
For many owners, the business is their biggest asset. The work that builds a more valuable, transferable business, like steady lead flow and less owner dependence, is work we help with every day.
Do I need to be close to retirement?
No. Owners at any stage benefit from knowing what they want the business to provide and planning toward it.
Can my family be involved?
Yes, if you'd like. Many owners find it helpful to include family members, especially when succession within the family is a possibility.
What do I share with my advisors?
We prepare a plain-English summary of your business goals, current state and priorities, so your advisors can plan with a clearer picture.
Services that work well together
Business Succession Planning
Business succession planning for owners: prepare family, partners or key employees to take over, and build a business that runs well without you.
Learn more →Long-Term Exit Planning
Long-term exit planning for business owners: a multi-year exit strategy that builds value, keeps your options open and works with your advisors.
Learn more →Exit Readiness Planning
Exit readiness planning for business owners: see how prepared your company is for a sale or transition, and get a clear list of what to fix first.
Learn more →Exit Planning
Prepare your business for a successful sale, succession or transition.
Exit Planning overview →Take Your Business To The Next Level
Ready to talk about Legacy Planning for Business Owners?
Tell us about your business and what you want it to make possible. We'll talk through the business side of your legacy plan.
Talk About Your LegacyA Dallas-Fort Worth agency founded in 2016 and led by James Annon.
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