Transform Your Business Future With Corporate Estate Planning
Real-World Examples and Data
According to a survey by the National Association of Estate Planners & Councils, only about 30% of family-owned businesses successfully transition to the second generation, and just 12% make it to the third generation1. This statistic underscores the importance of proactive estate planning to improve these odds.
Moreover, businesses that engage in comprehensive estate planning often see increased valuations due to reduced tax liabilities and clear succession plans. A study by PwC found that companies with robust estate planning strategies were more attractive to investors and experienced smoother transitions2.