Succession Planning

Sousa & Weber has helped many Los Angeles area businesses prepare and execute their succession plans. Sousa & Weber has integrated tax and estate planning considerations into succession planning with the practical aspects of management succession and business continuity. Given our holistic approach, we help you ensure personal and business goals.

According to several studies, 50% of business owners and leaders are within 5 to 10 years of retirement. In a majority of cases, a successor isn’t identified yet to manage and lead the enterprise and without a plan in place to ensure an orderly transition.

Although succession issues are often addressed as retirement approaches, it is more effective to conduct this sooner than later. An early start allows greater flexibility and time to evaluate options.

Call Sousa & Weber today for a free consultation regarding your business succession planning needs!