Your business is not just a source of income – it’s your legacy.
We help business owners plan for smooth transitions and
sustained growth through practical and legally sound strategies.
Many families derive their wealth from privately owned businesses—yet very few are truly prepared for succession. At Carrick Consult, we understand that your business is not just an income-generating asset; it’s a legacy, a livelihood, and a symbol of your hard work and vision. That’s why our Business Silo is focused on preserving and transitioning that legacy with care, clarity, and structure.
Business continuity doesn’t happen by accident—it requires strategic planning, legal documentation, and open dialogue. Without a plan, even the most successful business can fall into disarray when an owner passes away, retires, or exits unexpectedly. Our solutions are designed to give you and your successors the tools to ensure seamless leadership and asset transfer.
Our Business Succession & Continuity Services Include:
Business
Continuity Planning
We work with business owners to design succession plans that address leadership transitions, role designations, family governance, and emergency exit strategies. These plans protect both your family’s financial interests and your business’s operational stability.
Shareholder &
Partnership Agreements
A well-drafted shareholder or partnership agreement is the foundation of a secure business structure. We help draft or review these agreements to define ownership rights, decision-making processes, exit strategies, and conflict resolution mechanisms—preventing misunderstandings and safeguarding your company’s future.
Buy &
Sell Agreements
In the event of death, disability, or departure of a business partner, buy & sell agreements provide a clear framework for the sale or transfer of ownership. We help structure and fund these agreements—often through life insurance—to ensure smooth transitions and fair valuations.
Company
Valuations
Understanding the value of your business is essential for estate planning, succession, and tax efficiency. Our team works with trusted valuation professionals to provide accurate, defensible business valuations that support buy & sell arrangements, estate plans, and wealth transfer strategies.
Asset
Transfer Structuring
Transferring ownership of business assets—whether to family, co-owners, or third parties—requires careful planning. We provide guidance on the most tax-efficient and legally sound methods to transition business interests, ensuring continuity while minimizing financial disruption.
Why the Business Silo Matters
Your business is likely one of your most valuable assets. Don’t leave its future to chance. At Carrick Consult, we help you create a plan that respects your legacy, protects your partners and family, and positions the next generation for sustainable success.
Your business was built to last.
Let’s make sure it does.
Connect with our Team of
Fiduciary Specialists
Our team of specialists look forward to offering you expert advice and unrivalled experience.