You’ve spent years building your business—but what happens when you’re ready to step away? Whether you plan to pass it on, sell it, or slowly transition out, we’ll help you create a clear, intentional succession plan that protects everything you’ve worked for.
It’s easy to delay planning for your exit—until life forces the decision for you.
Your children are unprepared—or unwilling—to take over.
Key employees leave when there’s no path forward.
The business loses value—or collapses—during a rushed transition.
Family conflict and legal battles tear everything apart.
A succession plan could save your business from collapse.
Whether you're preparing to step back in five years or fifty, we help you build a plan that supports your goals, your family, and your business.
Design a smooth transition—whether passing the business to your children, a partner, or a key employee.
Map out your long-term exit—so you’re never forced into a rushed decision that costs you time, money, or peace of mind.
Navigate complex relationships and expectations with clarity, fairness, and the future of the business in mind.
When you make time to plan your transition, you protect more than just your business—you protect the people who count on it.
You exit on your terms—with time to mentor the next leader.
Your family and team know exactly what to expect.
The business thrives—without chaos, conflict, or uncertainty.
Your legacy lives on—stronger than ever.
Planning ahead isn’t just smart—it’s a gift to everyone who counts on you.
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Every family has unique hopes, challenges, and questions when it comes to planning for the future. At Succession+, we make the process clear, comfortable, and centered around what matters most to you—so you can move forward with confidence and peace of mind.
“We are very happy with the guidance and documents provided regarding succession of our property, accounts, etc. Bret Christiansen and Drew LaSalle are extremely helpful, knowledgeable, thorough, and efficient. Thank you!”
“Wonderful experience in doing a restatement of our original 10yr old trust. Very helpful in explaining all options to protect us, our family and assets for future generations with all the legal knowledge needed but without the hassles of probate for those that remain after us. Would recommend this company to anyone wanting clear and competent estate planning.”
Got any questions? We’re here to help!
It’s a strategy that outlines how leadership or ownership of your company will transfer when you retire, exit, or can no longer run the business.
Without a plan, your business may face instability, disputes, or even closure. A strong succession plan protects your company, team, and legacy.
We help you evaluate your options—whether it’s a family member, key employee, or outside buyer—and prepare them for long-term success.
Yes. We help business owners plan for a future sale or transition, ensuring legal and financial clarity every step of the way.
It depends on your goals and business complexity—but starting early gives you time to train successors, build value, and avoid rushed decisions.
