Business Owner Estate Planning

Preserve Your Legacy. Protect What You’ve Built. You’ve worked hard to build your business and wealth. Now it’s time to ensure it transfers efficiently—to the right people, at the right time, with the least possible tax.

Why Estate Planning Matters for Business Owners

You Built It. Let’s Make Sure It Lasts.

Without proper planning, your business and wealth could be tied up in probate, heavily taxed, or transferred in ways you never intended. Estate planning isn’t just for retirement—it’s for legacy, leadership, and peace of mind.

What We Help You With

1. Ownership & Succession

  • Business valuation & transfer strategies
  • Succession planning with family or leadership team
  • Buy-Sell Agreements

2. Tax-Efficient Wealth Transfer

  • Estate & gift tax mitigation
  • Charitable trust strategy
  • Entity structuring (FLP, LLCs, Irrevocable Trusts)

3. Integrated Legacy Planning

  • Life insurance integration for liquidity
  • Coordination with business exit plan
  • Family communication planning

Who This Is For

Legacy Builders. Visionaries. Founders with Families.

  • Entrepreneurs with complex estates
  • Business owners nearing retirement
  • Founders with successors or heirs
  • Professionals seeking privacy and control over asset transfer
family on a hill
Woman Holding Chart

The Blue Skye Difference

Estate Planning That Understands Business.

  • Integrates exit planning, tax minimization, and family strategy
  • Work with CPAs, attorneys, and advisors in sync
  • Plans structured for privacy, protection, and purpose
  • You’ll never feel alone in the process

Let’s plan your exit—and your legacy—with intention.