--- title: Business Succession Planning Services in Austin | AMG Wealth Advisors description: Secure your business legacy with expert succession planning from AMG Wealth Advisors in Austin—tailored strategies for seamless transitions. Call today! --- [![Logo](https://amgwealthadvisors.com/hubfs/AMG-Logo-Primary-Vertical-Texas-Oak.svg)](https://amgwealthadvisors.com/?hsLang=en) - About Us - [Our Team](https://amgwealthadvisors.com/our-team) - [Why Choose Us](https://amgwealthadvisors.com/why-choose-us) - [Our Services](https://amgwealthadvisors.com/services) - [Asset Management](https://amgwealthadvisors.com/services/asset-management) - [Business Succession Planning](https://amgwealthadvisors.com/services/business-succession-planning) - [Estate Planning](https://amgwealthadvisors.com/services/estate-planning) - [Financial Transition Planning](https://amgwealthadvisors.com/services/financial-transition-planning) - [Retirement Planning](https://amgwealthadvisors.com/services/retirement-planning) - [Tax Planning](https://amgwealthadvisors.com/services/tax-planning) - Who We Serve - [Our Comprehensive Approach](https://amgwealthadvisors.com/our-comprehensive-approach) - [Our Clients](https://amgwealthadvisors.com/our-clients) - [Affluent Individuals & Families](https://amgwealthadvisors.com/who-we-partner-with/affluent-individuals-families) - [Family Businesses & Entrepreneurs](https://amgwealthadvisors.com/who-we-partner-with/entrepreneurs) - [Mid-Career Investors](https://amgwealthadvisors.com/who-we-partner-with/mid-career-investors) - [Women in Financial Transition](https://amgwealthadvisors.com/who-we-partner-with/women-in-financial-transition) - COI Partners - [Our Collaborative Approach](https://amgwealthadvisors.com/who-we-partner-with/our-collaborative-approach) - Our Professional Partners - [Business Appraisers](https://amgwealthadvisors.com/who-we-partner-with/business-appraisers) - [CPAs](https://amgwealthadvisors.com/who-we-partner-with/cpas) - [Estate Attorneys](https://amgwealthadvisors.com/who-we-partner-with/estate-attorneys) - [Exit Planning & Advisors (CEPA)](https://amgwealthadvisors.com/who-we-partner-with/exit-planning-advisors-cepa) - [Trust Officers](https://amgwealthadvisors.com/who-we-partner-with/trust-officers) - Resources - [Blog](https://amgwealthadvisors.com/knowledge/blog) - [Newsletters](https://amgwealthadvisors.com/knowledge/resources-for-you) - Client Login - [Black Diamond](https://amgwealthadvisors.com/services/business-succession-planning#black-diamond) - [Goal Plan](https://amgwealthadvisors.com/services/business-succession-planning#goal-plan) - [Schwab Alliance](https://amgwealthadvisors.com/services/business-succession-planning#schwab-alliance) [Let’s Get Started](https://amgwealthadvisors.com/contact?hsLang=en) - About Us - [Our Team](https://amgwealthadvisors.com/our-team) - [Why Choose Us](https://amgwealthadvisors.com/why-choose-us) - [Our Services](https://amgwealthadvisors.com/services) - [Asset Management](https://amgwealthadvisors.com/services/asset-management) - [Business Succession Planning](https://amgwealthadvisors.com/services/business-succession-planning) - [Estate Planning](https://amgwealthadvisors.com/services/estate-planning) - [Financial Transition Planning](https://amgwealthadvisors.com/services/financial-transition-planning) - [Retirement Planning](https://amgwealthadvisors.com/services/retirement-planning) - [Tax Planning](https://amgwealthadvisors.com/services/tax-planning) - Who We Serve - [Our Comprehensive Approach](https://amgwealthadvisors.com/our-comprehensive-approach) - [Our Clients](https://amgwealthadvisors.com/our-clients) - [Affluent Individuals & Families](https://amgwealthadvisors.com/who-we-partner-with/affluent-individuals-families) - [Family Businesses & Entrepreneurs](https://amgwealthadvisors.com/who-we-partner-with/entrepreneurs) - [Mid-Career Investors](https://amgwealthadvisors.com/who-we-partner-with/mid-career-investors) - [Women in Financial Transition](https://amgwealthadvisors.com/who-we-partner-with/women-in-financial-transition) - COI Partners - [Our Collaborative Approach](https://amgwealthadvisors.com/who-we-partner-with/our-collaborative-approach) - Our Professional Partners - [Business Appraisers](https://amgwealthadvisors.com/who-we-partner-with/business-appraisers) - [CPAs](https://amgwealthadvisors.com/who-we-partner-with/cpas) - [Estate Attorneys](https://amgwealthadvisors.com/who-we-partner-with/estate-attorneys) - [Exit Planning & Advisors (CEPA)](https://amgwealthadvisors.com/who-we-partner-with/exit-planning-advisors-cepa) - [Trust Officers](https://amgwealthadvisors.com/who-we-partner-with/trust-officers) - Resources - [Blog](https://amgwealthadvisors.com/knowledge/blog) - [Newsletters](https://amgwealthadvisors.com/knowledge/resources-for-you) - Client Login - [Black Diamond](https://amgwealthadvisors.com/services/business-succession-planning#black-diamond) - [Goal Plan](https://amgwealthadvisors.com/services/business-succession-planning#goal-plan) - [Schwab Alliance](https://amgwealthadvisors.com/services/business-succession-planning#schwab-alliance) [Let’s Get Started](https://amgwealthadvisors.com/contact?hsLang=en) ## Redirect Notice - Black Diamond Portal You are now leaving AMG Wealth Advisor's website and will be entering the SS&C Advent Black Diamond Wealth Platform ("Black Diamond") website. 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[Continue](https://client.schwab.com/Login/SignOn/CustomerCenterLogin.aspx) [Cancel](https://amgwealthadvisors.com/services/business-succession-planning#!) ![AdobeStock_713581999](https://amgwealthadvisors.com/hubfs/AdobeStock_713581999.jpeg) # Business Succession Planning Services in Austin After years or decades of building your business, your work has become an essential part of your life. So, when the time comes to plan your business succession, it can be an especially difficult conversation to have. Not only do you want to leave your company in good hands, but you’re also dealing with a major shift in your everyday life that comes with its own anxieties and uncertainties.  At AMG Wealth Advisors, we understand that business transition planning is a sensitive process, especially when family members are involved. Because of this, we curate a customized succession planning process for your unique situation, ensuring every piece of the transition is handled with the utmost care and professionalism.  Our goal above all else is to preserve the value of your business—and even increase it—through smart, thoughtful planning and preparation.  ### Our Business Succession Consulting Services ![estate](https://amgwealthadvisors.com/hubfs/Page%20Images/estate.svg) ### Estate & Tax Planning To ensure a smooth transition, we’ll structure your business succession plan to minimize capital gains, gift, and [estate taxes](https://amgwealthadvisors.com/services/estate-planning?hsLang=en) while integrating important aspects like asset protection.  ![transitions](https://amgwealthadvisors.com/hubfs/Page%20Images/transitions.svg) ### Transition Planning To protect your best interests, we’ll look at a variety of options, including: buy-sell agreements, management buyouts (MBOs), and employee stock ownership plans (ESOPs). ![trust](https://amgwealthadvisors.com/hubfs/Page%20Images/trust.svg) ### Trust Management Establishing a custom trust can be an effective way to pass on wealth during a business transition. We can explain the pros and cons and help set up and manage any trusts you wish to open.  ![giving](https://amgwealthadvisors.com/hubfs/Page%20Images/giving.svg) ### Philanthropic Planning Transitioning away from a business can be an opportune time to set up legacy gifts or annual philanthropic efforts. We’ll develop planned giving strategies that benefit your community while using the appropriate tax breaks.  ![personalized](https://amgwealthadvisors.com/hubfs/Page%20Images/personalized.svg) ### Personalized Transition Plan No two businesses are exactly alike. Each one has its own unique blend of structure, leaders, and future plans. To ensure we meet every single need of your business succession, our transition specialists will create a process specific to you.  The Top Choice for Business Succession Consulting in Austin and Beyond At AMG Wealth Advisors, our job is to lighten your load. We want you to rest easy knowing that every step of your business succession planning is taken care of; so when the time comes, you know that a seamless transition awaits you.  Contact us today to see how our experienced succession specialists can build a customized roadmap for you [Let's Get Started](https://amgwealthadvisors.com/contact?hsLang=en) ![AMG Wealth Advisors](https://amgwealthadvisors.com/hubfs/MG%20(1)-1.png) T: 512.647.1500 TF: 800.266.1723 1221 South Mopac Expressway, Suite 240 Austin, Texas 78746 [![linkedin](https://amgwealthadvisors.com/hubfs/ln.png)](https://www.linkedin.com/company/amg-wealth-advisors/) [![Instagram](https://amgwealthadvisors.com/hubfs/Instagram%20(1).png)](https://www.instagram.com/amgwealthadvisors/) All Investment Advisory Services are provided by Waterloo Capital d/b/a AMG Wealth Advisors, an SEC Registered Investment Adviser. Registration with the SEC does not imply a certain level of skill or expertise. 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When you link to a third-party website you are leaving our site and assume total responsibility for your use or activity on the third-party sites. - ABOUT AMG - [Our Team](https://amgwealthadvisors.com/our-team) - [Why Choose Us](https://amgwealthadvisors.com/why-choose-us) - KNOWLEDGE - [Blog](https://amgwealthadvisors.com/knowledge/blog) - [Resources For You](https://amgwealthadvisors.com/knowledge/resources-for-you) - PARTNER WITH US - [Entreprenuers](https://amgwealthadvisors.com/who-we-partner-with/entrepreneurs) - [Women in Financial Transition](https://amgwealthadvisors.com/who-we-partner-with/women-in-financial-transition) - [Affluent Families & Individuals](https://amgwealthadvisors.com/who-we-partner-with/affluent-individuals-families) - [Mid-Career Investors](https://amgwealthadvisors.com/who-we-partner-with/mid-career-investors) - INVESTOR LOGIN - [Black Diamond](https://amgwealthadvisors.com/services/business-succession-planning#black-diamond) - [Goal Plan](https://amgwealthadvisors.com/services/business-succession-planning#goal-plan) - [Schwab Alliance](https://amgwealthadvisors.com/services/business-succession-planning#schwab-alliance) © AMG Wealth Advisors. 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