Legacy & Succession | Oklahoma City

Unite Families. Preserve Values. Make an Impact.

For three generations, our mission has been the same: Unite families, preserve values, and impact the world by empowering entrepreneurs and the families around them.

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We help you create a vision for the future and make sure your values live on after you're gone. It's about more than just passing down your valuables—it's about handing down your values. We unite families around the things that matter the most to them.

Legacy Planning

Imagine the profound legacy you could create by synergizing your family's unity, preserving cherished values, and channeling your collective gifts toward a meaningful impact.

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Succession Planning

If you were to step away from your business tomorrow, what have you done to ensure your business survives and grows beyond your presence?

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Everyone’s going to leave an inheritance, but some people are going to leave a legacy that last for generations.

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At Legacy & Succession, we are committed to fostering meaningful partnerships with clients whose values resonate with our own.

Family-First Business Owners

Are you a Business owner who strives to build a legacy that spans generations to ensure your family values and unity are at the core of everything you do?

Values-Driven Entrepreneurs

Do you believe in aligning your business practices with integrity, honesty, and ethical decision-making, and making a positive impact while achieving success?

Employee-Centric Visionaries

Are you committed to creating a thriving business? Do you understand that a thriving business starts with a happy and motivated team fostering a positive work environment where everyone feels valued and supported?

Generous and Philanthropic Leaders

Do you want to make a difference in your community and the lives of others? Are you actively seeking ways to give back and make a difference in their communities, using their success to create a better world for others?

Breakfast For Business Owners

Join us at our upcoming breakfast for a productive and engaging experience

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Webinars

Content that you can watch and reference at your convenience

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Podcasts

Deeper discussion that you can listen to while working or commuting in your car

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FAQ

If you desire to have a more in-depth conversation we invite you to schedule a phone call.

No commitment
Speak to a professional
Pressure-free
Total confidentiality

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Ask Us

We understand your busy schedule and that you may not have time for a phone call. If you have any questions, feel free to send us a message.

Ask us a question
Tell us about your company
Schedule a time to meet
Total confidentiality

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Attend an Event

Join us at our upcoming event for a productive and engaging experience! Your presence matters. See you there!

No charge to attend
Professionally led
Gain insights for now and the future
Total confidentiality

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