You haven’t spent your life merely building a business…
You've been buildinga legacy.
You’ve worked hard to get to where you are today, and to build your company into something you’re proud of. But how do you keep from undoing all of that effort?
>> You need more than just a set of instructions in a will.
You love your business like a child. (In fact, you may even be in love with your business and have trouble letting go.) That can make the process of planning for succession complicated, to say the least. However, it may surprise you to realize your successor is likely feeling all the same anxiety you are. We can help you each of through our time-tested process—vastly increasing the chance that the transition benefits you both.
You love your business like a child. (In fact, you may even be in love with your business and have trouble letting go.) That can make the process of planning for succession complicated, to say the least.
However, it may surprise you to realize your successor is likely feeling all the same anxiety you are. We can help you each of through our time-tested process—vastly increasing the chance that the transition benefits you both.
Experienced Succession Planners who “Know the Ropes”
We’ve been in business for a long time, and as you might imagine, we’ve just about seen it all—from the founders who want to take it easy, to the founders who won’t walk away. (Not to mention the successors and employees who have to put up with it all.)
>> Navigating those different successions has given us the experience you need to help your transition go smoothly—and we’d love to help.
We do a lot morethan Pappy used to
Today, Longleaf Advisors offers a full spectrum of wealth management, succession planning, and employee benefits services to business owners. But the principles are still the same:
Here’s how we’ll work with you to make the desires for your business a reality.
1. Identify Your Goals
We’ll take the time to learn about your business—and your goals for its continuation—to understand and help you execute the transition you desire. We’ll also offer our thoughts on what we’ve seen work (and not work) in the many successions we’ve helped implement.
2. Present Solutions
Longleaf Advisors can lead you through multiple scenarios, meet with employees and potential candidates, and guide you through what a healthy, organized succession would look like for you, your successor, and your staff.
3. Develop Your Plan
We’ll work to make sure your successor can get behind a business that will thrive—that still reflects the one you strived to build. We’ll prioritize open and honest communication throughout to ensure that your family and business values are clearly understood and that your company’s culture will continue to thrive.
4. Advise and Guide
Finally, when it’s time for the successor to take the reins, we’ll be with you every step of the way—until it’s time to complete the transition and enjoy the life you worked so hard to build.
1. Identify Your Goals
We’ll take the time to learn about your business—and your goals for its continuation—to understand and help you execute the transition you desire. We’ll also offer our thoughts on what we’ve seen work (and not work) in the many successions we’ve helped implement.
2. Present Solutions
Longleaf Advisors can lead you through multiple scenarios, meet with employees and potential candidates, and guide you through what a healthy, organized succession would look like for you, your successor, and your staff.
Read More
3. Develop Your Plan
We’ll work to make sure your successor can get behind a business that will thrive—that still reflects the one you strived to build. We’ll prioritize open and honest communication throughout to ensure that your family and business values are clearly understood and that your company’s culture will continue to thrive.
Read More
4. Advise and Guide
Finally, when it’s time for the successor to take the reins, we’ll be with you every step of the way—until it’s time to complete the transition and enjoy the life you worked so hard for.
