Succession Planning

Secure your legacy

Succession Planning

Effective succession planning is essential for ensuring the seamless transition of ownership and management. We offer tailored solutions that address the unique challenges of both individual and organizational transitions.

Whether you're wondering what succession is planning or looking to craft a robust succession plan, our experts guide you every step of the way.

Get in Touch

Have a question or need assistance with succession planning? We can help. Schedule a consultation to discuss your needs.

MBK Insights

Understanding the need for business succession planning is crucial for sustained growth and stability. We delve into the nuances of both corporate and family business succession planning, providing insights that preserve and enhance your wealth legacy across generations.

Are You Sure About Those Beneficiaries?

By Katrina Arona • July 25, 2025

“Nonprobate assets” bypass more traditional estate planning vehicles, such as a will or revocable trust. Instead, they’re transferred to family members through beneficiary designations.

Cash or Accrual Accounting

By Katrina Arona • July 22, 2025

To handle their finances and file taxes, most small business owners must decide between two accounting methods: cash or accrual. This decision determines how and when income and expenses are reported, which can have a major effect on tax obligations and cash flow.

Choose the Right Ownership Structure when Buying a Vacation Home

By Katrina Arona • June 23, 2025

Tax Tip: Make sure you chose the correct ownership structure when buying a vacation home.

Succession Planning Experts

Our team comprises seasoned professionals who specialize in developing strategic succession plans. With a focus on personalized service, we navigate the intricacies of financial, legal, and familial dynamics to ensure a smooth handover of responsibilities. Trust us to align your ambitions with concrete succession strategies.