SUCCESSION PLANNING
Succession Planning & Corporate Advisory
Explore structured approaches to minimize taxes, preserve business value, align leadership, and carry forward wealth and family values.
SUCCESSION PLANNING
Why Strategic Succession Planning Matters
For successful entrepreneurs, family business leaders, and their families, succession planning is a pivotal opportunity to shape the future of the business, the family, and the legacy they leave behind. Key considerations often include:
- Minimizing tax exposure and managing estate liquidity
- Aligning decision-making across generations or leadership teams
- Preserving business value through a structured transition
- Ensuring wealth and values are carried forward with purpose
Succession Planning Services
We help clients align their wealth and values across generations, ensuring fairness, clarity, and long- term family harmony.
- Estate tax minimization and estate equalization
- Gifting strategies and inter-generational transfers
- Post-liquidity retirement and wealth transition planning
Whether selling to a third party or preparing for succession, we coordinate every aspect of the transition to protect business value and unlock liquidity.
- M&A and Corporate Advisory sell-side services
- Business valuation and deal readiness
- Working capital and post-closing support
We design for stability, ensuring the business can thrive beyond your leadership, with proper protections in place.
- Buy-sell agreement design and funding
- Executive team succession and contingency planning
- Business and Family continuity and risk oversight
SUCCESSION PATHWAY
Generational Transfer: Business, Family, and Estate Planning
Guidance on succession strategies, estate planning, tax considerations, and family transfer approaches to support continuity and long-term wealth.
SUCCESSION PATHWAY
Business Transfer: Planning for Smooth Ownership Transition
Guidance on continuity planning, valuations, M&A support, buy-sell agreements, and post-sale strategies to help protect business value.
Connect with the OneDigital Team of Advisors
Corporate Advisory and/or Tax services offered by Digital Insurance LLC ("OneDigital"). Investment advisory services offered through OneDigital Investment Advisors LLC ("ODIA"), an affiliate of Digital Insurance LLC.. Securities offered through M Holdings Securities, Inc. (“M Securities”), a registered broker/dealer, member FINRA/SIPC. Insurance products offered by KJAC Partners LLC d/b/a KB Financial Partners (NPN# 16530783). OneDigital, M Securities and KJAC Partners LLC are independent and unaffiliated Entities.
For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://brokercheck.finra.org/firm/summary/43285.