How Business Owner Succession Protects a Legacy

Building a successful business is no easy feat, and we at Palladium understand the need to provide effective protection. Ensuring that your brand’s legacy outlives the initial creation and can flourish for generations to come is important.

Steps for Successful Business Succession

A client advisor at Laird Norton Wealth Management published an article titled ‘Succession Planning is a Process, Not a Project’ (source: The title accurately reflects how we feel about creating a plan for business succession success. Mapping out and educating your team with an effective plan only serves to promote positive growth for the future.

In the article he outlined three specific steps: Strategic Business Plan, Governance and Personal Financial Planning. This essentially means: creating a plan that outlines how you expect your business to grow, the resources in place to help best empower the leaders to be successful and ensuring that there is an effective way to protect the company’s financial integrity. The be

At Palladium we pride ourselves on helping our clients best protect and preserve the financial integrity of their business. The more prepared you are, the smoother of a transition of leadership there will be for the next generation. Learn more about our business owner succession services, and let us earn your trust.


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