Business Succession Planning for Advisors Who Put Clients First
Most business owners don’t know what their company is truly worth — and that uncertainty can derail retirement plans, estate strategies, and family continuity. A clear valuation opens the door to meaningful planning conversations and long‑term advisory opportunities.
Common client questions we help you answer:
- “What is my business really worth?”
- “If I sold today, would I get my money’s worth?”
- “What happens to my business when I retire?”
With the right support, these questions become the starting point for deeper, more strategic planning.
Our Strategic Partnership With Marshall & Stevens
Marshall & Stevens provides complimentary business valuations for your clients — a powerful, no‑cost entry point into succession, retirement, and estate planning.
Business valuation
Succession planning
Exit strategy design
Key employee retention strategies
Estate and wealth transfer coordination
Investment banking and transaction support
You maintain your independence. Your clients receive world‑class expertise. Everyone wins.
How The Kimbrough Team Supports You
We act as your behind‑the‑scenes planning partner, helping you interpret valuation results and translate them into actionable strategies for your clients.
- Case design and planning strategy
- Coordination with Marshall & Stevens
- Integration with estate and retirement planning
- Guidance on key employee retention
- Support for family business transitions
- Objective analysis with zero product bias
You stay the primary advisor.
We provide the specialized expertise.
A Real‑World Example: Turning Valuation Into Opportunity
A construction company owner wanted to transition leadership to his brothers until his children were ready to take over. He also needed to understand the company’s value in case a sale became necessary.
Through the Marshall & Stevens valuation and our planning support, the advisor uncovered opportunities to:
- Update estate and wealth transfer plans
- Strengthen key employee retention
- Evaluate buy‑sell strategies
- Assess potential ownership transfers
The Result?
A comprehensive plan that protected the business, the family, and the advisor’s relationship with the client.
The Business Succession Planning Process
A simple, advisor‑friendly workflow:
- Identify a business‑owner client
- Initiate a complimentary valuation with Marshall & Stevens
- Review findings with The Kimbrough Team
- Engage the client in a strategic planning conversation
- Develop a tailored plan integrating business, estate, and retirement goals
- Present a cohesive proposal that strengthens your advisory relationship