Business Succession Planning

Business Succession Planning with Purpose and Precision

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Planning Your Business's Next Chapter

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Mai Park, CPWA®, an independent financial advisor with over two decades of experience, leads our consultative approach to succession planning. This approach aligns your business goals with your personal financial vision. We understand your business is more than an asset. It reflects your hard work, values, and long-term aspirations.

Our succession planning services include:

Exit Strategy Development:

We help you craft a clear and effective plan for your departure from the business.

Business Valuation Coordination:

We assist in coordinating accurate valuations of your business to inform your succession plan.

Tax-Efficient Transfer Strategies:

We develop strategies to minimize tax implications during the transfer of your business.

Family & Stakeholder Planning:

We facilitate discussions and planning among family members and other key stakeholders.

Integration w/ Estate & Retirement Plans:

We ensure your business succession plan complements your broader estate and retirement planning.

With a strong local presence in Torrance and Newport Beach, CA, and clients served nationwide, Mai Park Capital partners with business owners to create customized succession plans. These plans minimize disruption, preserve wealth, and support continuity. Your business deserves a future as strong as its foundation. Let us help you build a succession plan that honors your legacy and supports your financial future.

Connect

(949) 220-1376

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Email

mai.park@lplfinancial.com

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Visit

Newport Beach Office
Torrance Office

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