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Strata Wealth Succession Planning

For entrepreneurs, succession planning is an integral part of securing the future of your business. At Strata Wealth, we can help by developing a succession plan that fits with your business goals—in your lifetime and beyond. 

Succession planning ensures the continued success of a business even if business owners or critical team members retire, quit, or pass away. In short, it helps things run smoothly in times of major transition. Of course, succession planning is not only about preparing certain people within the company for future leadership positions. Our succession planning services also encompass ownership transfer, as well as contingency plans between business partners. We also know that succession planning is not simply a matter of making a plan and sticking to it: we work with you to fine tune and adjust succession plans as your business evolves.