Pass It On

...we provide business succession and estate conservation planning for families who own companies.

  • We assist clients who own a business to pass it on to their children or employees.
  • We help clients who've built a substantial estate to pass it on to their heirs or charitable concerns they've supported throughout their lives.
  • We work with families to protect the value system that enabled them to create their assets in the first place.
  • We develop exit strategies that let business owners get what they want when they want it.
  • Our company has been serving families for over seventy years. Longevity implies stability, competence, success, and dedication. We’re here today and will be tomorrow…passing it on.