Sustaining a business over time is exhilarating and stressful. You have worked hard to create a deep relationship with your customers, and they trust your people and practices. However, staff disruptions can damage your bottom line.

As a third-generation business ourselves, we have a deep understanding of business continuity planning. We want to share our experience with you to help you create a succession plan and have the difficult conversations that have to happen while you still have time to plan. What happens if an owner dies? Are there key people who need to be encouraged to stick around to take over the role of management? With proper planning you can help mitigate these risks.