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Business Succession Planning in Houston

Positioning your business for long-term success.

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According to the National Association of Corporate Directors, less than one in four private businesses have planned their exit strategy. While you may not want to think about giving up the business you’ve worked so hard to build, business succession planning is a vital part of ensuring its continuity whether you decide to pass it on or sell it.

If you’re not sure whether or not you need help positioning your company for long-term success, ask yourself the following questions:

  1. Have you been looking to sell your business?
  2. Are you lacking a well-defined succession strategy?
  3. Are you paying too much in taxes?
  4. Do you lack confidence in your plan for the unexpected?

If you answered yes to any of those questions, Avidian Wealth Solutions can help you to refine your business succession planning strategies as part of your high-net-worth wealth management.

Our multi-disciplinary team of financial advisors has extensive experience handling the complexities that many Houston business owners and entrepreneurs face when it comes to establishing their formal exit strategy. From helping you choose the right successor to discussing a buy-sell agreement with your attorney, we are here to help you set your business up to endure long past your lifetime.

Schedule a consultation with us today to learn more about how we can help with your business’s succession planning.


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*AUM based on AWS current FORM ADV

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Years of success

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Helping you secure the financial future of your company

Although you can never know if or when the unthinkable is going to happen, you can plan ahead to ensure that the future of your company is not left up to chance. When done correctly, your business succession planning strategies can offer you peace of mind that the succession of your business will be how you envisioned in the face of unexpected life events like illness, disability, death, or divorce.

What is the importance of succession planning in business? Incorporating business succession planning into financial planning for business owners offers anyone with ownership interests, employees, clients, and family members a formal roadmap of how to handle business upon your exit. No matter if your goal is internal succession planning or external succession planning, at Avidian Wealth Solutions, we work with business owners and entrepreneurs to help them answer these five questions:

  • What does a successful transition look like for me?
  • What is the valuation of your business?
  • How have you reduced the risk and increased the value of your business?
    • Have you hired key employees and professionals who are a good fit long-term?
    • Are your clients connected to the firm rather than to an individual employee?
  • What are you doing to effectively scale your business?
  • Are you able to demonstrate consistent growth?

If you aren’t sure how to answer the above questions, our financial advisors can help you create a formal succession plan that makes for a smooth and strategic transfer or sale of your business.

Why work with Avidian for your business succession planning in Houston?

Customized wealth management plans

Considering the totality of your financial plan as a business owner is an integral part of large or small business succession planning. At Avidian Wealth Solutions, our team is able to help business owners and entrepreneurs with various areas of their financial plan including creating and implementing business succession planning strategies, tax planning, risk management, and retirement planning for high-net-worth individuals.

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Incorporate your exit strategy into your estate planning

For many of our clients, leaving their businesses behind as their legacy to the next generation while ensuring that its success endures long beyond their lifetime is a priority. Whether or not you plan to leave your family members as your business’s successors, integrating your exit strategies into your estate planning in Houston can help ensure that your business is transferred or sold exactly how you envisioned it.

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Minimize tax losses

By partnering with Avidian Wealth Solutions for your business succession planning in Houston, we are able to help you prepare for the sale or transfer of your business by helping you develop a tax-advantaged strategy that incorporates risk management financial planning, developing a plan for potential increases in taxes as your business continues to grow.

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Curious about where you stand today? Schedule a meeting with our team and put your portfolio to the test.*