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How to Plan for "What's Next" for Your Business & Family


As a family business owner, you not only want to see your business grow, but you also want to see your family thrive. When you begin planning for “what’s next,” whether that’s an exit plan or taking on a smaller role at the company, you don’t know what the future holds. You’ve worked hard your entire life to build this business and this legacy, and you deserve to enjoy the fruits of your labor and have peace of mind.

I, too, owned a family business. For nearly 20 years, I helped run my family’s company with my siblings. I also know what it’s like to leave the family business to start a new chapter.

We can work together to help you:

  • Execute a good hand-off of the business and succeed
  • Gain peace of mind about your company
  • Fulfill your role as a caretaker — as a parent and as a business owner
  • Sustain your family’s legacy

Don’t continue to let your family relationships suffer, lose wealth, or worry about the future. Contact me today to schedule a conversation.


How We’ll Work Together To Plan For The Future


Schedule a conversation

Kyle will get to know you, your business, and the challenges you are facing.


Get the kids ready

Learn how to start the conversation to find out what they want and how that impacts the business.


Prepare for the future

Position your family business for the future or ready the next generation to lead.


Gain confidence

You'll gain the tools, support, and knowledge you need to keep the family — and the family business — together.

Schedule A Conversation
Are Your Kids Ready to Take Over The Family Business?  Find Out By Downloading A Free Chapter In This Ebook.
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“Transitioning ownership of your business is a monumental task. Kyle took our ideas and turned them into reality. His expertise greatly simplified the process. Using Kyle was a great business move and a worthy investment.” — Jeff Morgan, Morgan Miller Plumbing