Succession Planning Associates is an alliance between two veteran DeathCare advisors.
The profession is going through rapid and complex change. Bill and Alan have a unique combination of talent, skills, experience and credentials, all deeply rooted in the DeathCare profession. Bill recently transitioned out of the family funeral firm that he led to its current status as one of our profession’s most admired into a full time career as estate attorney and legal advisor. Alan has enjoyed a successful career building, restoring and developing companies. He is widely acknowledged as one of the profession’s leading experts on strategy and trends. Both are CPA’s. With more than 60 year’s combined experience they offer a unique resource for owner’s, their families, employees and up and coming young leaders as they seek to navigate our profession’s troubled waters.
We are not commission – driven business brokers. Instead we, as professional advisors, are committed to helping people understand and choose among the many options, strategies and tax and family issues that the term SUCCESSION PLANNING really involves.
Succession planning is less about “getting out” than it is about having a plan. A plan that optimizes income for retirement without crippling the firm’s ability to remain viable. We focus on preserving and protecting personal wealth and business legacy.
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