Team Approach

<strong>How We Work</strong>

How We Work

Resnick Succession Group focuses on assuring that its clients protect their businesses and non-business assets from legally avoidable taxes and family conflict. Many business owners have a primary goal of transitioning their companies within their family and making sure that it's done in the most effective and efficient manner possible. We intently listen to our clients explain what they are looking to accomplish and make certain that the planning we implement aligns with their objectives. Many times, successful business owners and entrepreneurs don't realize that planning that is already in place may not be structured for optimal effectiveness, until we've met with them and reviewed the existing plan. 

RSG has a client base that ranges in annual revenue from $3 million to over $1 billion and prides itself on building meaningful relationships. We work to understand what is important. Business succession, estate planning, and liquidity/life insurance should never be 'one size fits all'. Tailoring a plan and incorporating needed product is part of our process. We work closely with our clients' other advisors – business succession/estate planning attorney, CPA , valuation specialist to provide a comprehensive team approach to place our clients in the best possible positions. We also have professional relationships with premier advisors throughout the United States and pair them with clients who don't feel as if they're best represented in those areas. Periodic reviews with our clients is very important, as it provides reminders of the planning we've implemented based on their objectives. If those objectives change over time, we are there to address and revise the planning. Our clients clearly know that we are always accessible and timely in our response. We make it a priority to provide exceptional service, which our clients will attest. Please visit our Client Testimonials.