Family Transfer package
Plan how to pass the business to your children, fairly.
Price
Family Transfer package: $7,500 to $25,000.
Quoted before we start.
Every request starts with a free call. No paid work starts without one.
What you get
- A plan to pass the business to family.
- Fair shares for children in and out of the business.
- A family meeting, with an agenda.
- A checklist for your lawyer and accountant.
How long it takes
2 to 6 months.
Who does the work
An advisory lead, with a partner lawyer and accountant. They bill you on their own.
Ask for help
Tell us a little. A person will reply within one business day.
On any one deal, we work for you or we do the value work. Never both.
We get you and your business ready to sell, then refer you to a broker or marketplace. We are not a business broker.
Succession Plan is not a law firm. We do not give legal advice or tax advice. For advice, talk with your own lawyer or accountant.