EDISON ADVISORY · TRANSITION
Succession Planning
Who takes over, how, and when: decided while there is still time to choose.
WHAT IT ACCOMPLISHES
Who takes over, how, and when: decided while there is still time to choose.
Succession planning answers the questions every owner eventually faces: who leads next, who owns next, how the transition is funded, and what happens if it has to happen early. We build a plan that works for the business, the successor and the family.
THE CONTINUITY MODEL · TRANSITION
Are you prepared for the major life and business changes that inevitably come?
WHAT THE WORK TYPICALLY COVERS
- Leadership and ownership succession design
- Funding a transition, including buy-sell agreements
- Contingency planning for incapacity or death
- Timelines and successor development
GO DEEPER
- Estate PlanningCreate a plan that protects your assets, reflects your wishes and provides certainty for your family.
- Business AdvisoryPractical legal counsel for business owners and entrepreneurs, and planning for what comes next.
WHO THIS IS FOR
People, not legal categories.
EDISON ADVISORY
Strategic guidance beyond the practice of law.
WHAT HAPPENS NEXT
You should never wonder what happens after you reach out.
- 01
A brief introductory conversation
A short call with our intake team to understand what is happening and what you are trying to accomplish.
- 02
Your planning consultation
A planning consultation with the attorney or advisor best suited to your situation.
- 03
Your options, explained
A clear explanation of the options available to you and our recommended path forward.
- 04
Scope, fees, and a start
If we’re the right fit, we outline the scope of work, discuss fees, and begin implementation.
NOT READY TO TALK YET?
Learn first. Education builds trust.
STAY CONNECTED
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Planning updates and new articles, written to help you make better decisions. If you follow Edison for six months without becoming a client, you should still feel better informed than when you started.
NEXT STEP
Who takes over, how, and when: decided while there is still time to choose.
Every family, every business, and every generation will face defining moments. Whether you’re planning ahead or responding to an unexpected challenge, we’re here to help you move forward with confidence.