Succession Planning Plan the transition of your business with care. We help owners prepare for what comes next, for the company, the team, and themselves. Home › Business Retirement Consulting › Succession Planning Preparing for Your Business’s Next Chapter A thoughtful transition takes years, not months, regardless of what comes next. You might sell, pass the business to family, or step back over time. Whatever the path, we help you connect your business goals with your personal financial plan and coordinate with your attorney and CPA on the legal and tax pieces. That’s part of the KIRK Confidence Experience℠. We coordinate your personal and business finances, plan the transition timeline, weigh exit and sale considerations, and stay coordinated with your professionals throughout. As a fee-only, fiduciary firm, we’re legally required to put your interests first. Schedule a Meeting Why Owners Choose KIRK Our fee-only structure keeps advice free of hidden conflicts and focused on you. We speak owner, which means we understand how your personal and business finances intertwine and plan for both at once. We work with your attorney and CPA so the pieces fit together, and we pair modern technology with an advisor who knows your business. From our office in Vienna, Virginia, we help you plan a transition as carefully as you built the company. How We Help You Transition Transition StrategyWe help you think through your options, including a sale, an internal transfer, or passing the business to family. Personal Financial Alignment We help align the transition with your personal financial goals and what comes after the business. Coordination With AdvisorsWe coordinate with your attorney and CPA on the legal and tax details of a transition. Life After the BusinessWe help you plan for the income, purpose, and goals of your next chapter once you step away. Planning for the ProceedsWhen a sale creates liquidity, we help you put the proceeds to work toward your long-term goals. Transition TimelineA good transition unfolds over years, so we help you map and sequence the steps well ahead of time. Build a Transition Worth Planning For The way you leave your business matters as much as the way you built it. Let’s plan a transition that supports your goals and your future. Schedule a Meeting FAQs When should I start succession planning? Often earlier than owners expect. Starting sooner gives you more flexibility and more time to coordinate the personal, tax, and legal pieces. Do you handle the legal side of a business sale? No. We coordinate with your attorney and CPA on the legal and tax details while we focus on connecting the transition to your financial plan. What happens to the proceeds from selling my business? We help you put the proceeds to work toward your long-term goals as part of your broader plan. Can you help me plan life after the business? Yes. We help you plan for the income, goals, and purpose of your next chapter. Do you offer business succession planning in Northern Virginia? Yes. We work with business owners across Northern Virginia and the greater DMV on succession and exit planning, connecting the transition to your personal financial plan and coordinating with your attorney and CPA, from our office in Vienna. Start the Conversation If you’re thinking about the future of your business, we’d love to talk about your transition. Schedule a Meeting
