Business transitions & succession guidance.
Clarity and confidence when it’s time to pass the torch.
Built for family-owned, service-based businesses.
Transitions aren’t just about balance sheets — they’re about people, family roles, and the future you’ve worked hard to build. At Canyon Oak Financial, we help you plan ahead for ownership changes, sales, or generational handoffs, making sure both the business and the family remain strong. Your financial plan, tax strategy, and personal goals are woven together so that the transition feels smooth and intentional.
What you can expect:
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Scenario planning for sales, mergers, or generational succession
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Cash flow modeling to ensure income continues through the transition
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Tax-aware strategies to minimize costs and maximize value
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Coordination with legal and transaction professionals to cover every angle
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Support for the emotional and financial impact on the family
Common questions:
When should we start planning for succession?
The earlier, the better — ideally 3–5 years in advance. This gives time to prepare the business, structure ownership, and align finanicals and family expectations.
What if we’re not sure about the timing of a transition?
We build flexible financial models that show how different scenarios—selling now, later, or passing to the next generation—affect your retirement income, tax picture, and family goals. This way, you can make decisions with clarity instead of pressure.
How do you handle family dynamics?
We understand that transitions are about more than money. We facilitate conversations to align family priorities, reduce conflict, and protect relationships.
Why families choose Canyon Oak Financial.
Integrated, not siloed
We tie succession planning into financial, tax, and retirement strategies.
Built for transitions
From sudden life changes to carefully planned exits, we help you prepare.
Small team, big context
We know that business decisions ripple through the household, not just the boardroom.
Local roots
Southern California insight into valuations, tax laws, and community networks.
If you want a plan that protects both your legacy and your loved ones, we’re here to help.
Address
5950 Canoga Avenue, Suite 601, Woodland Hills, CA 91367
Phone
818.883.4800
Fax
818.883.9222
Securities offered through Registered Representatives of Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency LLC), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
Investments are NOT FDIC/NCUA INSURED, NOT A DEPOSIT, NOT INSURED BY ANY GOVERNMENT AGENCY, NOT BANK/CREDIT UNION GUARANTEED, MAY LOSE VALUE.
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Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.