Family Business Planning

Managing a family-owned business presents unique and personal challenges. The delicate nature requires a balance of individual emotions and doing what is best for the future of the company. All too often, owners of family-run businesses have a tough time making decisions or find themselves compromising in order to avoid conflict. Having the right advisor can help support growth and continuity of your family business while mitigating internal family dynamics and conflicts.

William Vaughan Company is proud to collaborate with some of the region’s most successful family-owned businesses. We work closely with each client to establish a close relationship and develop a comprehensive plan customized to the family’s unique needs. We focus on establishing fair and reasonable options which can be executed in a manner that does not jeopardize your business nor destroy family relationships. Our goal is to ensure the future of your business is bright and to serve as a truly independent advocate for your family’s well-being.

Ask our team about:

  • Succession planning
  • Buy/sell agreements
  • Transaction structuring
  • Family meeting facilitation
  • Business valuation
  • Estate planning
  • Income tax planning
  • Compensation structures
  • Financing assistance
  • Exit strategies