Business Succession Planning in Michigan

The hardest part of building a business is often letting go of it. Whether you're handing the company to family, selling to a partner, or preparing for an outside buyer, a thoughtful succession plan protects what you've built — and the people who depend on it. We help West Michigan owners prepare well before the deadline arrives.

Schedule a Consultation

What Succession Planning Addresses

A successful transition requires looking at your business from every angle. We help you address the critical financial, operational, and personal milestones of succession.

Leadership Transition

Who takes over, and how the transition happens seamlessly without disrupting daily operations.

Funding Strategies

Funding the transition, including specialized insurance-based strategies to secure the transfer.

Buy-Sell Agreements

Structuring partner arrangements and buy-sell agreements to protect all stakeholders.

Professional Coordination

Coordinating directly with your attorney and tax professional to align legal and financial structures.

Retirement Alignment

Aligning the business transition plan directly with your personal retirement and wealth goals.

Start Earlier Than You Think

The best succession plans take years, not months. Starting early gives you more options, smoother transitions, and better outcomes for everyone involved.

Phase 1: Discovery & Valuation

Understand the true value of your business and identify potential internal or external successors.
Phase 2: Structuring & Funding

Draft agreements, establish funding mechanisms, and address tax implications.
Phase 3: Execution & Handover

Gradually transition leadership and ownership control to ensure operational continuity.

A Coordinated Effort

Succession touches legal, tax, and financial issues at once. We help connect the pieces and work alongside your attorney and CPA so nothing falls through the cracks.

Your Legal Team

We collaborate with your attorney to ensure buy-sell agreements and corporate structures are legally sound.

Your Tax Professionals

We coordinate with your CPA to minimize tax liabilities and optimize the financial structure of the transfer.

Our Financial Advisors

As your independent guide in Grandville, we tie the entire strategy back to your personal wealth and retirement goals.

Lubbers & Associates, LLC

Based in Grandville, MI, we operate as an independent office dedicated to serving West Michigan business owners. Our independence allows us to provide objective, tailored advice that puts your legacy and your family's financial security first.

We don't just plan for the business; we plan for the people behind it. A successful transition is measured by the peace of mind it brings to your family and your team.
Independent Financial Office | Grandville, MI Lubbers & Associates, LLC

Secure Your Business Legacy Today

Don't leave your life's work to chance. Let's start building a transition plan that protects your family, your partners, and your employees. Contact our Grandville office to schedule your confidential consultation.

Schedule a Consultation