Succession Planning

Ready To Sell Your Transition Your Business?

Get Everything You Need For A Smooth Transition.

Succession planning is more than a transfer of ownership. When done correctly, it includes structure and guidance with everyone involved so that those who are taking ownership are prepared to see future success.

Madrona Financial can help you create and execute a succession plan that maximizes the success for all parties. 

Our Services

CPAs + Advisors

Get full-service support from our full-service team.

Lifestyle Planning

Growth Planning

Protection Planning

Tax Planning

Healthcare Planning

Gift Planning

Legacy Planning

7 Steps to a Successful Retirement

How to Confirm Your Retirement Is Designed to Support the Quality of Life You Want for 30+ Years

7 Essential Steps to Take Before You Retire

How to Prepare for a 30+ Year Retirement

Learn the Rules to Sustain Wealth

Think All You Need Is Income? Wrong!

How to Sustain Your Wealth, Even in a Crash

The Truth About Tax Planning

Discover What Lifestyle Planning Actually Is

All You Need Is a Good Portfolio, Right? WRONG!

Why Your Advisor May Not Be Enough

BONUS: Exclusive Access to the Growing You Wealth Newsletter