Business Succession

Business Succession Planning

You have invested your time, hard work, and resources into building a business that reflects your values and provides for your family. And, now it is time to transition that business to the next generation of leaders – family or new owners – and lock in the value you have created.

You may have found that your personal and professional lives are intertwined in unanticipated ways. As nearly every business owner comes to realize, at some point your personal financial goals will need to be cared for separately from the goals and objectives of your business.

How Blue Tree Can Help You

We are here to help you envision the future and work through the process of ensuring you and your family’s financial needs are met along with the continuity of the business.

business owner with her father

Personalized, comprehensive financial planning for you and your family.

wooden people with arrows, succession planning

Business succession strategies.

young man, young woman, elder man, family business

Family governance structure for intergenerational business transfer.


Estate planning to ensure that you are in control of your legacy.