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Business Succession

You’re an entrepreneur. You build, and then build more. If you’re looking for your next opportunity to grow and diversify while protecting your life’s work, you want a succession plan that leaves you in control. This is what we’re here for. 

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Business Succession Consulting so You Succeed In Life

By running a full “all possibilities” scenario exercise, our business succession solutions help you plan for the future and any possible contingencies. You might be ready to move on now, or are just getting everything in order. We’re here to help you see the whole picture.

Discover
Opportunities

We’ll take the time to get to know your business and your long-term vision for it. We’ll get the company ready for sale to maximize its value. Then we’ll explore all your exit options with you.

Prepare
Your Family

You may be transitioning the whole business to family members. Or you could give them stock shares. Whatever you decide, we’ll facilitate the conversations and help them to understand the financial details and responsibilities.

Manage
Complexities

We’ll plan “what if” scenarios in case things take a sudden turn. From tax strategies to wealth transfer to legal considerations, you’ll feel prepared for the big changes ahead.
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How Our Business Succession Solutions Work for You

Building the future begins today. Whether you’re looking to liquidate, sell, transfer to a key employee, or keep it in the family, you need to know what’s around the bend. Here’s what happens when you work with one of our advisors.

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Our advisors have an entrepreneurial mindset, coming up with creative, innovative solutions for our entrepreneurial clients.
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l

Run a Fire Drill

What would happen legally under your current structure if you passed away or were unable to work due to a debilitating disability? What would happen to your revenues? Employees? Let’s set a baseline and determine if it can be improved.
2

Consider Your Options

We’ll build a set of alternative pathways you could set up. We’ll vet and model each one until a preferred option makes itself clear.

3

Succession Plan

This may involve outside professionals including business valuation consultants, accountants and attorneys.
4

Start the Next Chapter

Feel confident to start a new adventure. We’ll integrate your succession plan with your personal wealth management plan, such as review portfolio allocations, consider capital gains tax and philanthropy strategies, and manage wealth transfer.

Serving Successful Business Leaders

You’ve earned your success through hard work and precise focus. Your integrated wealth plan includes exiting the business and transitioning into something new. While you’re still in charge of your life, you need a trustworthy, fiduciary-minded team to help navigate the complex steps.

Your business has been your life’s work. We’ll walk you through all the opportunities and considerations for a successful exit strategy.
You’ve been leading the family’s business legacy. Now it’s time to pass it on to the next generation. We’ll explain all the options and prepare family members for the transition.
As you leave the C-suite, maximize employee stock options, retirement plans and tax strategies to benefit your new lifestyle and your family long term.

Gain Insights on Strategic Exit Strategies

Our advisors are always looking around the corner. They identify potential threats and opportunities that you might be too close to see. They’re happy to share their knowledge so you can plan ahead. Read our blog to learn more about succession planning and exit strategies.

6 Strategies to Maximize Your Executive Compensation

•
November 12, 2024

Looking back, you know exactly how you’ve gotten to where you are today. Your hard work, industry expertise, and strong leadership skills

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Q3 2024 Market Update: Navigating a Shifting Economic Landscape

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October 28, 2024

The third quarter of 2024 has brought significant changes to the economic and market environment, particularly with the US Federal Reserve finally

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Our Advisors Are Here to Guide Your Business Succession Strategy

From our headquarters in Chicago, our advisors help successful business owners and executives transition their companies, and their lives, to something new. Let Rothschild Wealth Partners help you manage the financial complexities of succession planning so you can enjoy your future.

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Independence. Security. Trust. It’s why we want to work for you.

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There are a lot of ways to define success. It’s not about money, but about how you can live your best life. Let’s talk about how you can define your own success.

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Welcome to Rothschild Wealth Partners

We are thrilled to share some exciting news with you! As of 2023, Rothschild Investment, LLC, and Sentinus, LLC, have come together to form Rothschild Wealth Partners. By joining forces, we can unite our legacies, strengthen our services, and present a bold new chapter for our firm—one built on nearly two centuries of expertise and trusted financial stewardship.

Through thoughtful discussions and collaboration, we’ve crafted a brand that not only honors our history but also points towards an exciting future. While our name and look have evolved, one thing remains unchanged: our commitment to delivering strategic financial advice and personalized support to help you achieve your goals.