Legacy Planning Partners

Welcome to Legacy & Succession

We are the same people, same company - now with a new name and look. As we move into the next generation of our brand, we look forward to the next chapter in our relationship with you.

Learn More

Most Valuable, Leave a Legacy Not An Inheritance

In this book, David Chaney tells real-life stories of parents who did things right and others who did things causing family disasters. It’s not just about your money and valuables, it’s about your family values.

Ask for a copy of the book

Planning for Business Success

How will your business and you move forward? Succession planning is the process of planning for the future success of your business. Business succession planning is vital to ensuring that your company continues to operate for generations to come.

Learn More

Live a Lasting Legacy

The value of your values is priceless to us. That's why we are dedicated to helping you build, live, and leave a legacy that will last long after you are gone.

Let's Get Started

3

Generations of Family

200+

Family Business Owners Helped

100+

Combined Years of Experience

What we Offer

Our clients are unique. As business owners, they have a lot to balance. And lots of things to consider for the future. Things like, will your family have enough income if you stop working? Will a key employee suddenly leave you hanging? Is a family member the right person to run the company after you retire? You may not have all the answers now, and that’s okay. But there are some decisions to make that will have a lasting impact on the future of your business.

The right solutions, at the right time, to help your business stay in business.

The end goal is to protect you from any of the scenarios we covered here so your business will stay in business. That’s far more likely when you plan ahead and address important “what ifs” now. You may not have all the answers, but that’s where we come in.

Learn more