Business Succession Planning

There are over 25 million businesses in the United States today, 6 and about 90% have family ownership.7 Yet, family business experts concur that less than one-third of these family businesses will survive into the second generation, and only about 12% will still be viable into the third generation7. The reasons are varied, but include family conflict, failure to design a proper succession plan and federal estate taxes. To avoid a similar fate, business owners need a plan. We can help you structure and implement a plan to help work toward your objectives.

Business planning has traditionally come only out of necessity, but Robson Planning Group embraces a proactive and participatory approach to succession planning that affords business owners opportunities and the flexibility to make sound decisions.

We can assist business owners and key executives of closely held or family owned businesses as they work to maximize their equity. Our efforts are specifically directed to protecting assets, transferring the business, building for retirement, and preserving their wealth. We provide the following integrated platform to those who retain our services:   

  • Business owner planning to privately held and family owned businesses
  • Business valuation
  • Value-building programs
  • Business loans
  • Buy-sell analysis and funding
  • Qualified and non-qualified deferred compensation plans
  • Key executive protection
  • Employee benefits programs
  • Exit strategies
  • Mergers and acquisitions advisory services
  • Sale of business
  • Wealth preservation planning

For most business owners, much of their net worth is tied up in the family business. Doesn't it make sense to coordinate this with all the other areas of your personal financial planning? We believe so.

6 Bizstats website (, 2007.

7 Joseph Astrachan, PhD., editor, Family Business Review, as cited on Family First Institute (, 2007.

*Offered through third-party resources.