Business Succession Planning

Leaving a Real Legacy

How We Guide You to Leave a Legacy - That’s About Much More Than Just Your Money

As an entrepreneur, your legacy may be the most significant issue you think about when it comes to what matters most to you – your family and your work in the world.

After you're gone or in the event of your incapacity, your loved ones, family, business partner, clients, vendors, and others will miss you deeply. Your business needs to be able to go on to support them.

You'll either leave them with a legacy that's meaningful and easy to manage, or you may cash out and keep supporting them. The alternative is that you'll leave them with a big mess to deal with.

Time and time again, this issue is overlooked by business owners and business lawyers serving their business owner clients.

Not here.

Our Ongoing Conversation

Once your business entity is incorporated and online with agreements, insurance, intellectual property planned for and protected, and financial systems filling the coffers, we shift the conversation away from set-up to the all-important exit.

It’s not the first time we'll have discussed it, as all of our business set-ups are planned based on your eventual exit plan, whether that's selling the business at a certain point, operating it for income as long as desired, or passing your business on upon your death.

We'll have an ongoing conversation throughout your life and the life of your business.

We'll explore together what can we do today to ensure your business can and will continue to serve you and your clients well, whether you're on vacation, taking a health break, or when you pass it on to loved ones after you're gone.



Contact Us

Kristy Goldman
4300 N. Quinlan Park Road #210
Austin, TX 78732