BROWNSTONE
Capital Advisors LLC
Capital Advisors LLC
BUSINESS SUCCESSION PLANNING
“Every business owner, every practice owner and every advisor must accept the inevitable:
one day you will leave your business or practice or firm. We all know this. What we ignore is
that the way we leave not only influences the quality of our post-business life, but impacts the
memory of our life's work. Accordingly, all of our succession and transition questions come
down to this one: How can I finish well? My work is dedicated to helping you answer that
question." --- Paul Brown, Principal
When it comes to creating and implementing an effective business succession plan – whether
it involves a family succession or ownership transition – we have learned at least one
consistent truth: One size cannot fit all.
Every business, whether it is a family-owned enterprise or partnership, has its own unique set
of strengths, goals, challenges and rules. When it is time to transition the company to
successors, each owner will have his or her own idea of what the succession will bring about.
Our business succession planning is a comprehensive, systemic approach that incorporates
and aligns the major areas affected by the transition to achieve the owner’s objectives. We
view the business as a source of wealth and inspiration for those involved. Consequently our
approach includes both quantitative planning (i.e. the improvement and preservation of
wealth) and qualitative planning (i.e. the ability of successors to preserve and grow family
and/or business wealth).
For a family succession, estate and wealth considerations must be included in the discussion.
For partnership issues, share transfer and legal matters may need to be addressed. Working
closely with the business owner(s) and, as appropriate, family members and successors, key
managers, partners and advisors we carefully facilitate the discussions that result in an
effective and positive plan.
“Every business owner, every practice owner and every advisor must accept the inevitable:
one day you will leave your business or practice or firm. We all know this. What we ignore is
that the way we leave not only influences the quality of our post-business life, but impacts the
memory of our life's work. Accordingly, all of our succession and transition questions come
down to this one: How can I finish well? My work is dedicated to helping you answer that
question." --- Paul Brown, Principal
When it comes to creating and implementing an effective business succession plan – whether
it involves a family succession or ownership transition – we have learned at least one
consistent truth: One size cannot fit all.
Every business, whether it is a family-owned enterprise or partnership, has its own unique set
of strengths, goals, challenges and rules. When it is time to transition the company to
successors, each owner will have his or her own idea of what the succession will bring about.
Our business succession planning is a comprehensive, systemic approach that incorporates
and aligns the major areas affected by the transition to achieve the owner’s objectives. We
view the business as a source of wealth and inspiration for those involved. Consequently our
approach includes both quantitative planning (i.e. the improvement and preservation of
wealth) and qualitative planning (i.e. the ability of successors to preserve and grow family
and/or business wealth).
For a family succession, estate and wealth considerations must be included in the discussion.
For partnership issues, share transfer and legal matters may need to be addressed. Working
closely with the business owner(s) and, as appropriate, family members and successors, key
managers, partners and advisors we carefully facilitate the discussions that result in an
effective and positive plan.
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