Business Succession

You have spent your life working hard for your business. Now let your business work hard for you.

Let us help you take the next step.

We specialize in business succession planning. We understand that every business is unique and requires a customized plan to meet the specific needs of the business and its owners. Our team of experienced professionals will work with you to develop a comprehensive succession plan that ensures the smooth transition of your business to the next generation of owners.

Indianapolis Wealth Management Business succession planning

Our proccess

We take a holistic approach to business succession planning, taking into account your personal and financial goals, as well as the needs of your business and its stakeholders. Our team will work closely with you to identify potential successors, develop a plan to transfer ownership, offer Indianapolis Wealth Management advice, and provide ongoing support throughout the transition process.




Indianapolis Wealth Management business meeting

Our services

Business valuation

We can help you determine the value of your business, which is critical for determining the best approach to succession planning.

Succession Planning

We’ll work with you to develop a plan for the transfer of ownership and management of your business, whether that’s to family members, key employees, or an outside buyer.

Estate Planning

We’ll help you create a comprehensive estate plan that ensures your personal and business assets are protected and transferred to the next generation according to your wishes.

Tax Planning

We’ll work with you to minimize the tax implications of your business succession plan, ensuring that you and your heirs keep more of your hard-earned assets.

...And more

Bottom line—We're here for you.

At SBC Wealth Management, we understand that business succession planning can be a complex and emotional process. Our team is here to provide the guidance, expertise, and support you need to ensure a smooth transition of your business to the next generation of owners. Contact us today to learn more about our business succession services.