09/23/2026
So many entrepreneurs plan for revenue generation and growth, but forget to plan for the exit or transition.
Succession planning is one of the most overlooked parts of business ownership, yet it’s one of the most important aspects.
It matters because whether you plan to pass your business to your children, sell it, or transfer it to a partner or other successor, a clear roadmap is crucial for it to work seamlessly.
A strong succession plan protects:
✔️ Business continuity
✔️ Your team
✔️ Your family
✔️ Other stakeholders
✔️ Your wealth & future income
✔️Your vision
✔️Your legacy
I really enjoy strategizing and outlining succession, continuity plans, and estate plans with my entrepreneur clients. If you were my client, we'd work closely together so I understand what's key and important to you.
'Tis YOUR plan, after all!
There's so much satisfaction in ensuring that your business ~ a vehicle for your assignment ~ will outlive you and do even more good in the world, for your precious loved ones, and others impacted by your contributions.
You're building something meaningful and unique - therefore, what you're building deserves attention and appropriate action.
This is why a cookie cutter approach to succession planning won't cut it. So, relying on a buy and sell template as THE plan won't do you any favours.
Don't let the fruit of your efforts leave with you!
If you're interested in trust, estate, succession or continuity planning...
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PS By the way, we're 100% online so you don't even have to figure out parking to meet with me. Speak soon!
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This communication is non-exhaustive, and for general information and educational purposes only.
It is NOT to be construed as business, financial, tax, or legal advice, a substitute for legal counsel, soliciting legal services, or a guarantee or warranty of a particular result. This might be deemed attorney advertising.
By: Danelle Harvey-Jacob, Esq. LL.M. M.Sc.
315 Montgomery Street, Ste 900, San Francisco, CA 94104
©️ Harvey-Jacob Law | .law