JTM’s Succession Planning Services in Alexandria, Virginia

At JTM, we recognize that succession planning encompasses more than just documents and legal structures. It is about protecting your life’s work and ensuring that your transition is smooth, efficient, and aligned with your vision.

 

What sets JTM apart:

• Local Knowledge and Personalized Attention
Based in Alexandria, we understand the financial, legal, and tax considerations unique to the
region. We take the time to understand your goals and create a plan built around your needs.

 

• Client-Centered Planning
Whether you are passing on a business or family wealth, your succession plan is tailored to fit
your situation and your values.

 

• Clear Communication and Guidance
We make the planning process easy to understand and guide you through each step with
consistent support and transparency.

 

Our Succession Planning Services in Alexandria, Virginia

​

At JTM, we begin by learning about your full financial picture. That includes your business interests,
estate plans, family dynamics, and long-term priorities. We then design a strategy that prepares you, your
family, and your business for what comes next.

Our services include:

 

• Business Succession Planning
We help business owners prepare for leadership transitions, whether passing the company to
family, partners, or new owners. Our planning focuses on preserving business value and reducing
disruption.

• Legacy and Wealth Transfer
We assist with planning how to transfer assets efficiently and in a way that reflects your goals.
This includes working to minimize tax impact and support long-term wealth preservation.

​

• Family Preparation and Education
We help prepare the next generation to take on future responsibilities, offering guidance on
financial literacy, values, and readiness.

• Coordination with Trusted Advisors
We collaborate with your attorney, CPA, and other professionals to ensure that all aspects of your
succession plan are aligned and effective.

• Ongoing Plan Review
As life changes, your plan may need to evolve. We offer regular reviews and updates to make
sure your strategy stays current and relevant.

​

Partnership with OneSeven: Professional Succession Planning

JTM is proud to be affiliated with OneSeven, a nationally recognized advisory firm1

that brings additional insight, tools, and support to our planning process. While our team provides the personalized service you expect locally, our partnership with OneSeven gives you access to broader resources when needed, enhancing the strength and flexibility of your overall financial strategy.