Legacy by Design LLC.

Cultivating Multigenerational Success in the Agricultural Community

Call Us Toll Free: (877) 523-7411

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How can we help?

To discuss primary objectives, review potential next steps, and determine how we may assist you and your family.

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About Us

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For family business owners, our Comprehensive Succession SolutionTM includes planning for:   

Ownership Transitions

Retirement Options

Financial Security

Investment Strategies

Estate Tax Strategies

Buy/Sell Designs

Key Person Strategies

Equitable Distributions

 

Legacy by Design provides hometown service from
coast to coast.

 
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

  

 

 

 

 

 

 

 

 

 


Comprehensive Succession Solution

Comprehensive Succession Solution - 4 Steps to Financial Security and Lasting Legacy for Family Business Owners

1. Financial Security - Securing the owner's financial future and determining the best course of action for passing the family business to the next generation.

  • Retirement planning
  • Debt satisfaction
  • Diversified investing
  • Contingency planning

2. Ownership Transition - Combining financial, tax, and estate planning strategies to design the most effective transfer of family business ownership to the next generation.

  • Financing methods
  • Gifting strategies
  • Buy/sell provisions
  • Business entity review

3. Leadership Development - Structuring business management and preparing family business leaders to govern as business ownership and management transition to the next generation.

  • Entity structure
  • Roles/responsibilities
  • Compensation/benefits
  • Assessments/benchmarks

4. Estate Tax Strategies - Planning to mitigate the estate tax and efficiently transfer ownership, while providing for dependents, due to the death of a family business owner.

  • Mitigate tax burden
  • Equitable distributions
  • Satisfy obligations
  • Maintain dependent lifestyle


 Planning Process

Legacy by Design's Comprehensive Succession Solution is founded on good communication and common goals.  We design succession and financial plans that help owners pass the family farm, ranch, or agribusiness, as a going concern, to a well-prepared next generation.
 

Legacy by Design - Comprehensive Succession Solution (Timeline of Process)

Contact us today to schedule your complimentary phone consultation. 

Contact Us

            877.523.7411 (Toll-Free) 
           
530.345.7411    
           
Info@Legacy-by-Design.com  

 

             Legacy by Design, LLC
             463 Century Park Drive
             Yuba City, CA 95991

               

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Succession and Financial Planning for Family Business Owners. Kevin Spafford, CFP®

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