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Reach out to schedule a consultation or learn more about our family business succession planning services.

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Phone

(503) 551-4149

(702) 521-6442

Monday-Friday, 9am-5pm MST

Email

Contact Email

We typically respond within 24 hours

Northwest Office

4741 Liberty Rd. S.

Salem, Oregon 97302

(503) 551-4149

Southwest Office

8345 West Sunset Rd. Ste. 210

Las Vegas, Nevada 89119

(702) 521-6442


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Frequently Asked Questions

Find answers to common questions about our family business succession planning services.

How early should we start succession planning?

Ideally, succession planning should begin 5-10 years before an anticipated transition. This provides adequate time for leadership development, tax planning, and legal structuring.

What makes family business succession unique?

Family business succession combines emotional family dynamics with complex technical considerations across legal, tax, and financial domains, requiring integrated expertise.

How long does a typical engagement last?

Initial succession planning typically takes 3-6 months to develop, with implementation and ongoing support extending 1-3 years depending on complexity and timeline.

What if family members disagree about succession?

We facilitate structured family discussions, identify shared values and goals, and help develop solutions that balance diverse perspectives while prioritizing business continuity.

Dovetail Planning Solutions

Expert succession planning for family businesses. Secure your legacy with our comprehensive solutions.

Contact

Northwest Office

4741 Liberty Rd. S.

Salem, Oregon 97302

(503) 551-4149

Southwest Office

8345 West Sunset Rd. Ste. 210

Las Vegas, Nevada 89119

(702) 521-6442

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The information provided on this website is for general educational purposes only and is not intended to be tax, legal, or financial advice, nor can it be used or construed as such. Please consult with qualified professionals regarding your specific situation.