SUCCESSION PLANNING
Succession Planning & Corporate Advisory
We help business owners and executives prepare, structure, and execute transitions through coordinated planning and experienced guidance.
This Isn’t Just Planning. It’s Execution Strategy.
There are succession conversations that focus on “what could happen.”
We focus on what needs to happen and how to execute it.
Succession planning requires clear decisions, coordinated advisors, and a practical path forward. We help connect the business, transaction, tax, estate, and wealth considerations involved in a transition.
Who this is for:
- Business owners within 2 to 10 years of exit
- Founders evaluating a sale or internal succession
- Owners with 60% or more of their net worth tied to the business
- Families navigating a generational ownership transfer
Succession Planning Services
- Sell-side advisory and transaction readiness
- Buyer evaluation and transaction structuring
- Pre-transaction tax mitigation
- Liquidity planning and reinvestment strategy
- Equity restructuring and shareholder alignment
- Debt and equity planning
- Buy-sell agreements and funding
- Partner transitions and dispute mitigation
- Estate equalization and transfer strategies
- Trust design and generational planning
- Planning for estate and income tax considerations
- Coordination with estate attorneys, CPAs, and financial advisors
- Executive succession frameworks
- Contingency planning
- Family governance and ownership transition
- Operational continuity strategy
We Connect the Business to the Balance Sheet
Our approach considers what happens before, during, and after a business transition.
- Align the business exit with the owner’s personal wealth strategy and financial goals
- Consider after-tax proceeds alongside valuation
- Coordinate estate, tax, and investment decisions as part of one planning process
Our transition planning process in four steps:
- Assess Readiness
Review valuation, accounting structure, financial reporting, and key risks. - Prepare Pre-Transaction
Address tax considerations, business structure, and transaction positioning. - Execute the Transaction
Coordinate the work of legal, tax, transaction, and financial advisors. - Transition Wealth
Develop the post-liquidity investment and wealth strategy.
Meet the Private Client Team
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
OneDigital Investment Advisors LLC and their associates are not estate planners and cannot provide tax or legal advice. Consult your estate-planning attorney or qualified tax advisor for specific advice regarding your situation.
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.