In addition to offering a different model for business wealth transfer, we offer time-saving tools to ensure a successful wealth transfer process:

Private Interview and Data Collection Forms

• Clarifies the personal goals, motivations and intentions of owner and each adult family member and spouse
• Saves time
• Provides a clear and concise way to collect and organize essential family and business data

Interaction Guide

• Organizes information collected during private meetings with owner and family members and their advisors
• Uses specialized yet sophisticated data sheets that helps draw conclusions
• Inspires spirit of cooperation among all playersóowner, family, advisors, and specialists as needed

Customized Planning Software

• FBR Software is designed exclusively for creating a successful wealth transfer plan
• Draw from business owner, family members, tax, financial and legal database
• Allows to seek, select and satisfy the needs of each family member
• Organize and weigh input from each family member
• Foster open communication
• Promote decision-making that is both sensitive and pragmatic

Family Retreat Strategy

• Bring together owner and all adult family members at a neutral site
• Provide family workshop that creates open dialogue which examines long-standing family and business concerns
• Promote team effort, consensus, profitable business strategies and family harmony