Business Succession

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Of all the business decisions you need to make, few are as important as leadership transition. It takes careful planning to preserve the health and longevity of your business. And because we believe succession planning is a process, not an event, it’s never too early to start thinking about your transfer strategies.

When you partner with Frost, you should expect us to work hard to guide you through the options and assemble the right team of specialists to execute a custom strategy for your situation. We’ll make sure your team understands the importance of having a plan. And, after the transfer or sale, we’ll be here to help with any additional needs that you might have. Our wealth advisors are Certified Exit Planning Advisors (CEPA®) with credentials from the Exit Planning Institute, the global authority in exit planning and value acceleration.

We’ll develop a transition plan to help you:

  • Manage how and when you exit
  • Maximize value in good and bad times
  • Save taxes
  • Shorten the due diligence and documentation periods
  • Gain better control over confidentiality
  • Prepare you for life after the business transition

Topics we address:

  • Discovery and Assessment
  • Value Acceleration
  • Decision Support
  • Exit Options Analysis
  • Pricing Study

We’ll address three key areas to ensure you are personally and financially prepared, maximize the value of your business and prepare you for life after the transition of the business.

Let’s talk about transitioning your business. If you’d like to learn more about ensuring the legacy of your business with a succession plan, give us a call.

We’re here to guide you

Investment decisions are highly personal. Frost is here to help you navigate them and make smart, informed choices about your finances. To speak with a wealth advisor, call the number in your region:

(512) 473-4800

Corpus Christi 
(361) 844-1051

(214) 515-4822
Fort Worth
(817) 420-5222

(409) 770-7152

(713) 388-7869
Permian Basin
(432) 617-1312

Rio Grande Valley
(956) 668-3065

San Antonio
(210) 220-4363
San Marcos
(512) 393-5637