Q: What do family relationships have to do with business continuation?
A: The long-term well-being of any family business depends on positive, open relationships among all family members. When family discord or estrangement exists, the business ultimately suffers. Now is the best time to resolve both business and family issues.

Q: Why should I involve my intended heirs in determining what happens to my business now?
A: Involving your heirs individually and collectively makes sure that everyone's intentions are known. An FBR-trained Wealth Transfer Specialist fosters understanding based on knowledge and skills, not speculation.

Q: How does the FBR Model enrich both business and family?
A: The FBR-trained Wealth Transfer Specialist works to address all the needs and expectations of both active and passive family members and so ensures a solution that meets the needs of all those involved.

Q: Why does a business owner need an FBR-trained Wealth Transfer Specialist?
A: Many highly qualified financial, tax and legal advisors are unfamiliar with the dynamics of family relationships and communication issues. The FBR-trained Wealth Transfer Specialist works uniquely, involving other trusted advisors to assure all viable alternatives have been considered.

Q: What happens as changes occur after I've gone through the FBR process?
A: Business transfer planning is a journey, not a destination. The FBR-trained Wealth Transfer Specialist assists client in keeping their plan current.

Q: How are wealth transfer fees determined?
A: The initial interview with an FBR-trained Wealth Transfer Specialist is free with no further obligation. The fee formula considers the scope of the work to be completed, complexity and size of the family, number of family business entities, value and types of assets. The typical family business planning fee ranges from $9,000 to $39,000. A money-back guarantee, if not totally satisfied, is your assurance of FBR quality.