For over 30 years, Keith Brown has worked with hundreds of business owners and business families to prepare for their futures and ensure business continuity:
Business families need to protect their wealth, their relationships and manage their unique business, family and personal risks. We help business family owners successfully transition their business to the next generation to:
During this initial phone consultation, we will discover if there is a mutual fit and discuss the process to solve your business risks.
Establish contract, review document checklist and sign confidentiality agreement.
Gather information to clearly define your goals, needs and priorities including collection of all relevant documents and a questionnaire (family involvement as you deem appropriate).
Identify challenges, opportunities and solutions to your objectives. Review strategic document summary, risk assessment and summary of tax and estate planning recommendations.
We work with you and your professional advisors to enact your objectives.