Planning for What Lies Ahead
Regardless of the type of business–food and agribusiness, manufacturing, banking, technology, construction–there is a a seemingly unending string of decisions to make and people to involve in a business transition.
Creating a plan and selecting the right advisor can make the difference between leaving a legacy for heirs or squandering it during your lifetime; a smooth leadership transition or one that breaks up the business; family members that respect one another or ones that stop communicating all together.
K·Coe Isom’s Next Gen services match individuals and businesses with the right advisors to help with:
Get assistance and objectivity when dealing with sensitive and challenging situations. Everyone has a point of view, and it’s impossible for you to see all of them by yourself.
Estate Planning and Administration
Proactively preserve your wealth and plan for the distribution of assets in the event of retirement, death, or other unforeseen circumstances.
Allow us take on the burden of tying up all the administrative loose ends of an estate.
Prepare to transition out of business. It’s like skiing. The best time to think about stopping is before you start. But if you haven’t begun thinking about it, there’s no time like the present.