Innovative Financial Results
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Business Succession

Client business succession planning sets up a smooth transition to future owners of their business. Family business succession planning can be especially complicated because of the relationships and emotions involved - and because most people are not comfortable discussing topics such as aging, death, and their financial affairs.




IFR asks your client these critical questions:

  • Will your business carry on without you, or will it be sold?
  • Who's going to manage the business when you no longer work the business? 
  • How will ownership be transferred? 
  • Could your business partner legally sell their interest to someone you don’t want as your business partner
  • If you predecease your spouse, have you ensured that upon your spouse’s death, your assets go to your children?




"As I grow older, I pay less attention to what men say. I just watch what they do." - Andrew Carnegie, Scottish-American industrialist

IFR ... Heads-up creative, not heads-down compliance
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