Whitepaper

Seven keys to success for family business continuity and transition

Co-authored with Erich Bergen

It is a fact that all family businesses will eventually go through a transition — whether that be leadership succession or ownership transfer. The Baker Tilly Family Business Strategy Group believes transitions should emphasize family business continuity and maximize wealth to transact or pass down for future generations.

In this whitepaper, Gary Plaster and Erich Bergen tap into their extensive experience guiding family-owned businesses to detail seven keys to success that are critical for each transition journey.

Download the whitepaper.

Still have questions? We can assist you with transition, estate and tax planning, M&A, leadership succession, wealth management and strategic planning. We help you prepare your business to sell or increase the value of your business to pass on for generations to come. We’re here to help. Connect with us.

Gary A. Plaster
Principal, MBA
Local bank
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