Call Us: 704.676.0940

Family Business Succession Planning

According to a 2014 survey by The Alternative Board, nearly 70% of family businesses last a single generation, and less than a third of owners have a succession plan for their family businesses. With statistics like these, it’s easy to see that it takes thorough planning—and not just wishful thinking or luck—in order to successfully pass along the family business you’ve worked so hard to create to your children or other heirs.

So how do you make certain your family business and the legacy you’ve built are ready to survive the transition? By choosing the right partner to help you make it happen.

Viking Can Help Facilitate Your Family Succession Plan, Strategy and Execution

The team at Viking Mergers & Acquisitions is ready to help with your business’ family succession planning needs, by facilitating conversations about goal alignment, business leadership and vision and working through many of the mixed emotions and strong feelings that are often inherent in family business situations. We’ll help you navigate issues like:

  • Financing, ensuring you get the money you need out of the business and providing you with the financial security you need during your retirement
  • Business and tax structuring, including tax mitigation and estate planning considerations
  • Management and ownership concerns, including goal alignment and multi-generational planning
  • Fair and equitable distribution among heirs
  • Identifying sales options if the family prefers to play a limited role or doesn’t want the business
  • And more

Plan Your Family Business’ Next Steps Today

Let Viking help you and your family develop a plan for the future together. Get in touch with us today to learn more about how we can help your business.

Contact Us

Viking Mergers & Acquisitions
(Main Office)

17250 Lancaster Hwy, Suite 601
Charlotte, NC 28277
Phone: 704.676.0940
Toll Free: 888.676.0940
Fax: 704.676.0943

Cornelius, NC Office
18809 West Catawba Ave, Suite 102
Cornelius, NC 28031
Phone: 704.676.0940

Asheville, NC Office
18 Regent Park Blvd, Suite D
Asheville, NC 28806
Phone: 828.242.8141

Charleston, SC Office
2036 eWall Street
Mount Pleasant, SC 29464
Phone: 704.676.0940

Greenville, SC Office
600 E Washington St, Suite 608
Greenville, SC 29601
Phone: 864.626.6056

Tampa, FL Office
1000 N Ashley Drive, Suite 610
Tampa, Florida 33602
Phone: 813.773.3773


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EAC - Executives Association of Charlotte

EO (Entrepreneurs Organization)

SmartCEO Corporate Culture Awards