Business Succession Services

A well-crafted succession plan aims to benefit everybody involved – the departing owner, their family, the business, and the successor.  However, organizing and effectively managing your personal and business affairs can be a daunting task when you are building, growing, and running an organization.


That's where we come in.  Leveraging Stifel's robust resources, our goal is to help business owners maximize enterprise value."


Advanced planning allows time to consider your options, and working with us can help you properly structure and execute a transition plan that is customized to your specific needs.

We work closely with clients to conduct pre-transaction planning to identify attractive opportunities to structure and to transfer wealth in a tax-efficient manner, taking into account all their specific needs and circumstances.