{"id":360,"date":"2022-10-26T08:17:09","date_gmt":"2022-10-26T14:17:09","guid":{"rendered":"https:\/\/gpswp.com\/postoakfinancial-2\/?page_id=360"},"modified":"2022-10-26T09:15:37","modified_gmt":"2022-10-26T15:15:37","slug":"business-succession-planning","status":"publish","type":"page","link":"https:\/\/gpswp.com\/postoakfinancial-2\/services\/business-succession-planning\/","title":{"rendered":"Business And Succession Planning"},"content":{"rendered":"\n

Business Succession and Estate Planning<\/em><\/strong><\/h2>\n\n\n\n

Since the beginning of his financial services career, Rocky Gandy, Managing Member, has focused our efforts to sourcing solutions for the complex challenges faced by the private and public company arena around the subject of business succession and estate planning for our clients most significant assets. Their Business Interests.<\/p>\n\n\n\n

Public companies almost always have a documented plan of succession for key management positions (Chairman, CEO, COO, CFO, etc.). The shareholders expect a continuity plan to be in place in the event of the key employee\u2019s death, disability, retirement, or unexpected termination for cause or otherwise.<\/p>\n\n\n\n

We encourage our privately held business clients to develop Succession plans and coordinate with their estate planning for a smooth ownership transition when a shareholder of significance experiences a death, disability, retirement, or unexpected termination for cause or otherwise like the public company plan. The challenges an entrepreneur or family office may face in passing the business interest intact to the next generation of ownership and managers can be daunting and emotionally charged.<\/p>\n\n\n\n

The path to the solution is lined with questions which when addressed, will determine the objective desired by our client. Areas of focus for our review and consult are as follows:<\/p>\n\n\n\n