Post Ownership Plan

The post ownership plan will ensure that an owner maintains their purpose, happiness, and family harmony.

A liquidity event provides a business owner with the opportunity to engage at a higher level in fulfilling their individual and family goals.

The next chapter may include an extension of the owner’s professional life, or it may focus solely on their personal life, or could be a hybrid of both. Having a passion and purpose that extends beyond owning the business ensures that the owner will continue to have a sense of fulfillment and
create a successful next chapter.

Legacy Partners guides the owner through the process to gain clarity in creating a future life plan.

Previous Step

Exit Strategy

Next Step

Family Estate Plan

Next Steps

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