Succession Planning
A Succession Plan for What, As Well As Who, is Next
Business succession isn’t a single event; it’s a process that touches ownership, leadership, family, and legacy. Whether you’re preparing to retire, transfer ownership to the next generation, or sell to a third party, we help you navigate every step with clarity and strategy. HW Partners brings deep tax expertise and practical experience to succession planning, so you can transition on your terms, protect your value, and support those who will carry your vision forward.
Our Succession Planning Services Include:
Exit Strategy Development
We help you define your goals, assess options, and create a clear roadmap for stepping back while ensuring business continuity.
Family Transition Planning
From freeze transactions to shareholder agreements, we structure intergenerational transfers that strike a balance between tax efficiency and family dynamics.
Sale Preparation
We prepare your company and financial affairs for a future sale, ensuring your structure supports a smooth and tax-efficient transaction.
Shareholder & Ownership Structuring
We advise on reorganizations and share classes to support long-term ownership planning and minimize friction during succession.
Alignment with Personal & Estate Goals
We ensure that your succession plan integrates seamlessly with your estate plan, retirement strategy, and overall personal financial picture.
Why Clients Trust HW Partners for Succession Planning
- Strategic, tax-smart planning across business and personal needs
- Trusted guidance through family, financial, and operational transitions
- Hands-on support from idea to execution
Meet the Team Behind Our Succession Planning Services
We help owner-managers move forward with clarity, whether passing the torch to family, employees, or outside buyers.
Succession isn’t about walking away, it’s about knowing the next chapter is set up for success. We help clients leave on purpose, not by accident.
~ Nancy Nicks, Partner
Let’s Start the Succession Planning Conversation
Succession planning takes time. We’ll help you start the process with clarity, confidence, and a plan tailored to your goals.