Succession planning protects the value of your business and sets you up for a smooth transition. Learn why it matters.

A shareholder’s agreement feels optional, until it’s not. Retirement, illness, disputes, or death can trigger major issues if there’s no agreement in place. Here's what to include, what can go wrong, and why it's worth doing while everyone's on the same page.

This accountant didn’t stumble into succession planning, he built for it from day one. A $1.5M business with structure, scale and a planned exit in mind.