Succession Planning

You've worked hard to create something worth passing on. Let us work hard to help you create a successful succession plan.

Whether you're a large corporation, a small family business, or a non-profit, planning proper leadership succession can be a complicated and emotional process. Enterprise Wealth Management can help you plan for your organization's succession and prepare for your new life beyond that transition.

Our succession planning strategy creates a customized turnkey solution, bringing together a team of commercial business lenders, insurance professionals, legal, accounting, and business valuation professionals to develop a strategy that fits your needs.

Family Businesses

More than seven out of ten family-owned businesses fail to survive the transition from founder to second generation, succumbing to estate taxes, family discord - or both. The Enterprise Wealth Management team can guide you in developing and implementing a well-designed succession plan for continued prosperity and an easy transition for the next generation.


Non-profits that are serious about their own sustainability will also be serious about planning for smooth and thoughtful transitions of leadership. Enterprise Wealth Management can help you put a plan in place to help you weather the inevitable challenges of a leadership transition while maintaining organizational stability and unwavering focus on your mission.

We will help you develop a succession plan for continued prosperity.