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How We Work

Family. A small word that can have a huge impact on business.

Working with a family is both a privilege and a challenge. That's why we offer customized plans and services to fit the need of our business owner clients and their life goals. Typically any services will fall under one of the below categories offered. 

Succession and Retirement Plans

Some would say there are fewer things in life harder than building and growing a business. And because of that, you’ll want to leave that business in the right hands when you’re ready to exit. One of the smartest moves you can make is to simply start planning.

Family Constitution

We establish a family constitution to have in writing with your families and wishes for the legacy you want to leave. The constitution is a rulebook for your current and future generations of your family. This consists of your family’s core values, your purpose and why, a bill of rights and responsibilities, and a family board.

Family Library

We then establish a family library that consists of family letters, organized legal documents, recorded family history, and much more. We know it is important to leave behind important documents and values your business was built upon.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (405) 614-2007