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Business Succession Planning

Family Business Succession Planning

Your business isn’t just an asset—it’s your identity, your legacy, and often your family’s livelihood. As a business owner in the $10 million to $100 million range, you need more than just a transaction—you need a comprehensive plan that protects your life’s work and upgrades your life after the deal. At Equilibrium Wealth Advisors (EWA), we’ll help you put a personalized succession plan into place. With offices based in Pittsburgh, we serve clients locally and across the U.S. Contact us at (412) 991-1385 or request an appointment now.

Business Succession Planning Services Start Here

01

We Begin By Defining Success

We focus on clarity first and tactics second.

  • Do you want to keep, sell, or recap and de-risk?
  • Is this a family transition or a third-party sale?
  • What is the number for financial independence net of tax and fees?
  • What do you want your calendar to look like the year after the sale?

02

Preparation Is Key

We conduct a quality-of-earnings-style review of the business. We look at customer concentration, recurring revenue, margin stability, depth of team, and key person risk. Gaps get fixed because every turn of risk reduced increases valuation and widens your buyer pool. This preparation not only boosts valuation but also makes your business more enjoyable to run today.

03

Documents & Funding Are Tightened

We make sure buy-sell agreements reflect current reality. Key person disability and life coverage are right-sized. We tune Incentive plans so the team that gets you to the finish line is aligned and rewarded.

04

We Model Transaction Design Long Before a Letter of Intent

If qualified small business stock applies, we coordinate the approach to take advantage of powerful exclusions. We prepare your household plan so you know where lifestyle cash flow will come from and how investments will be managed on day one.

05

Family Transfers

If the path is a family transfer, we combine governance with tax efficiency. You decide voting and non-voting interest rights in the business. We establish grantor trusts where helpful. We develop a schedule for responsibility and education so the next generation is prepared.

06

External Path

If the path is external, we stay by your side through diligence and closing and then help you rewire your time and energy toward what matters most.

Is Our Wealth Management Approach the Right Fit for You?

See our Planning Philosophy, Investment Philosophy, and Our Process for more details.

Certified Exit Planner for Your Next Phase of Life

When it comes to succession planning for a family owned business, the goal is simple. Fewer surprises, better terms, and a clean handoff to the next chapter. Let’s design a transition that protects what you’ve built and gives you the freedom you’ve earned. With offices based in Pittsburgh, EWA serves clients locally and across the U.S. Request an appointment now.