Succession Planning - Maximizing your Legacy

We spend so much time planning for our clients retirement, but often times we don’t plan for our own succession plan.

At OakCrest, we help you put in a plan for the legacy of your business, continuity planning for your clients or just suddenly unable to work.

Helping you navigate all your legacy financial questions.

We host monthly educational webinars to help you prepare for your succession plan.

Register for our monthly education webinar

Our Next Webinar Date

8 + 14 =

Items we will be discussing on our webinars.


When to start thinking about Your Succession Plan

What goes into valuing a practice

How technology affects the value of your practice

sell and stay approach

tips to increase the value of your business

what to look for in your successor


Want to start planning for the succession of your practice? We’re here to help talk through how to take care of your clients.


Even if retirement is a long way off, having an emergency succession plan in case you are disabled or pass away is important for your clients. We’re here to start with an emergency plan to then develop a more comprehensive long term plan in the future.


Need help planning for your legacy?


17W220 22nd St, Suite 300/Box 4
Oakbrook Terrace, IL 60181

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OakCrest Capital