Succession Planning

Good businesses can last for generations, but this does not happen automatically and without appropriate planning. Business succession planning is a prudent activity for businesses in San Juan and Puerto Rico in any stage of development. Isla Growth Advisors business succession planning services provides for an in depth analysis of your current situation, recognition of issues that will force change and a plan for long-term continuity of success.

Our approach to family business succession planning it involves a project manager and a highly-detailed project plan based on owner interviews, business valuation, alternative testing and financial needs analysis. Isla Growth Advisorsis able to wrap in other tools like business advisory boards, personal financial planning and trust and estate tax planning when needed.