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Business Succession Planning PDF Print

Succession planning helps to ensure that a smooth transition can occur when you’re ready to retire or sell your business. We believe succession planning should include the long-term goal of retirement, but should also focus on contingency planning to protect against unexpected events.

 

We can provide a referral to an outside team of professionals1 to assist you in developing a succession planning strategy that seeks to help you:  

  • Time your exit to maximize value (eliminating the risk of a fire sale)
  • Ensure continuity of service for your clients or customers
  • Provide for an efficient transfer of business to a successor or buyer of your choosing
  • Retire on your schedule
  • Remove emotional decision-making
  • Provide career-path opportunities to existing associates and/or elevate key employees to owners
  • Coordinate with your personal estate plan to minimize estate taxes
  • Plan for the unexpected

1Outside providers of professional services are neither affiliated with nor endorsed by Wealth Strategies Group or LPL Financial.