Inter-Generational Transfers

Your plan might be to transfer your business to your heirs, but this transition, planned or not, can be one of the most difficult. A number of issues arise during inter-generational transfers, especially as the old guard makes way for the new. At Genesis Wealth Advisors, we’ve aided numerous business owners in this transition, and we can help you navigate these sometimes-turbulent waters too.

Our business experts know how to help you create a transfer that can keep the business intact, while satisfying the needs of the parties involved. We work to balance the financial needs of the current generation with those who will lead the business next.

The first step is to consider the business, and your goals for the inter-generational transfer. You can meet your financial needs while still gifting interest in the business to your heirs. Our transfer plans can help you work out arrangements to remain a part of the business, or to help you leave gracefully, depending on your wishes.

At Genesis you’ll find advisors with expertise in the areas of transferring business interests from one generation to another.  We can help you create a plan designed to help you accomplish your goals, while at the same time easing the business into the hands of your heirs.  Our experts can also help you create a way to balance the financial interests of children who are involved in the business with the interests of those who are not.

Even though inter-generational transfers appear daunting, we will be with you every step of the way, helping you meet your goals and protect your interests as you turn your legacy over to those who follow you.