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Succession Planning

As a business owner, you work hard to keep your business growing and staying ahead of the competition. You have the opportunity to take your business and your life in any direction you choose. Whether you are a family-run business, a sole proprietor or a member of a professional team, if you are considering a change, now or in the future, considering selling your business, and creating a new success story, now is the time to begin planning.

Whatever your reason to for a new path away from your business, planning to transition your business takes time, a plan, forward thinking, and helps you avoid eye opening surprises.

Things to consider:

  • When do you want to sell your business?
  • Do you have a buyer?
  • How much do you think your business is worth and how did you arrive at that number?
  • Will the proceeds provide enough money for your retirement?
  • How will you continue to build and optimize the value of your business?

The facts regarding your business and your life are different from other business owners. Planning to transition your business is not a one size fits all approach. It is important for you to explore a range of possible outcomes.

Working with a professional through the process will allow you greater opportunities to devise strategies that will help you to increase the value of your business, help you to preserve wealth, know how to get money out of your business, and better understand your personal income requirements during retirement.

Protect, Build & Exit

Strategies to address the value of your business


<p>Insuring Your Business With a Buy/Sell Agreement</p>

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.
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