"I'm Just Going to Give It to My Kids,

It Will All Work Out in the End"

Randy M. Long, JD, CFP, CExP

Randy M. Long, JD, CFP, CExP

At a glance, transitioning your business to your kids or your employees seems like it should be a very easy process. It isn't.

According to Forbes, only 3% of businesses make it to the 3rd generation. 

Build a transition that brings your family CLOSER together, instead of driving them apart. 

Due to the work it takes to provide our clients with the attention that their businesses deserve, we can only take a limited number. Our application below allows us to determine which businesses are a good fit.

Fill out the application below to schedule a meeting!