Continuity and ownership
Discuss what could happen if an owner dies, becomes disabled, or leaves. Legal agreements belong with your attorney; funding considerations can be part of our conversation.
Our expertise / Business & succession planning
Your business. Your life. Your next chapter.
Connect business continuity, leadership, benefits, and transition decisions with your personal financial priorities.
A considered approach
The business you’ve built is part of the life you’re planning.
Business owners often make decisions that affect employees, partners, family, and personal finances at the same time. We help connect those conversations and coordinate with your other professionals when appropriate.
We start with your circumstances, explain the areas worth exploring, and help you identify appropriate next steps.
The conversation in more depth
Areas we can explore together.
Key people and benefits
Explore protection and benefit considerations for people whose contributions are important to the business.
Succession and transition
Clarify personal goals for an eventual transition and identify questions for legal, tax, and valuation specialists.
Personal wealth outside the business
Consider how your household resources and goals relate to the value and risks of your company.
Before we meet
Begin with
your questions.
You don’t need to have a finished plan to begin a thoughtful conversation.
What role does your business play in your personal future?
Who would be affected by an unexpected transition?
What would a successful next chapter look like?
Discuss your prioritiesServices depend on the engagement and the qualifications of the professional providing them. Investments involve risk. Insurance coverage depends on policy terms and underwriting. Enoch does not provide legal or tax advice.
