Succession Planning Starts Now

Define your legacy Leaving a business you built from the ground up or played a significant role in shaping is never easy. You want to know that the legacy you created will be protected and outlast your time with the company. That’s why succession planning and continuity planning are so important. With a written plan in place, you can feel confident your vision, goals, priorities, and values will be respected and continued for years to come. At Granite Harbor, we recommend business owners begin continuity and succession planning as soon as their business comes into existence. We also help business owners create and modify plans as needed, offering guidance to protect personal finances as well as the financial health of the business. That’s also why we created this eBook, to highlight some of the most pressing issues facing business owners in the succession planning process. You’ll find insights on how to approach a variety of scenarios and what to consider at each stage. By identifying your goals and the financial strategies to achieve them, you can develop continuity and succession plans that define your legacy and position your company for long-term success.