Who this is for
Owners who need more than a will, especially those with partners, family in the business, or a company that would stall if they were gone for ninety days.
Led with Cindy Bragdon
Estate Planning & Business Succession
Protect what you built, name who decides, and design a succession path that does not leave the next generation guessing.
Planning Specialist Cindy Bragdon, CFP®, CTFA
Cindy Bragdon brings decades of estate, trust, and fiduciary work to this practice. She has spent her career in the rooms where documents either work, or fail, when a family needs them.
Business succession is not a stack of forms. It is who can sign, who gets paid, who owns voting control, and how a surviving spouse or child is protected without forcing a fire sale.
We work alongside your attorney. We do not replace counsel. We make sure the financial and operational reality of the company is in the plan.
What you should walk away with
- A succession and estate framework built around the operating company
- Coordination with your estate attorney: plans that can be funded and followed
- Clarity on buy-sell agreements, trusts, and who steps in during incapacity
- Thoughtful transfer of both wealth and decision-making
Try a related tool
Walk away with a number or a score before you book time. Every result is illustrative only.
After a sale
Owner Wealth Gap
See whether an illustrated sale, plus what you have invested today, could support the income you want later.
2 minutes
Open Owner Wealth GapStart here
Business Owner Financial Clarity Assessment
Eight questions. Four scores. A plain-language read on cash, visibility, growth alignment, and exit readiness.
3 minutes
Open Business Owner Financial Clarity AssessmentReady to talk about estate & succession planning?
Rusty will tell you if this is the right starting point, or if another part of the work should come first.