Seat available
Estate & Succession Planning
Wills, trusts, buy-sell agreements, and the ownership transition that keeps a company intact after the founder.
Legal · 1 of 28 seats · Washington, Oregon & Idaho
This seat is available
No company currently holds Estate & Succession Planning at NW Strategic Partners. The first firm admitted to this category holds it exclusively — every referral in this category from every other member at the table goes to one name.
When the table refers this seat
A client is over 55 with no succession plan, or has children in the business and no documented plan for the ones who are not.
Every seat has a trigger like this one. It is what makes a referral group useful rather than social: members are not asked to remember 28 businesses, they are asked to recognise 28 situations.