Our firm can assist in the creation of formal succession and contingency plans. We recommend always having a contingency plan, regardless of your age or how far along in your career you are. It’s best to have a plan in place for the unexpected to make sure your clients and your family are properly taken care of. When you’re ready to build out a succession plan with your successor(s) we can assist in the formal documents and structuring the sale.

Get in Touch

Chelsea Zangkas

(248) 663-4776