Broker Check

What will happen to your business if something happened to you?

Unfortunately, many small business owners have no exit strategy for their businesses in the event of their disability, retirement, or death. If you need it, we will help you create a business exit strategy that plans for the unexpected – including financial hardship, injury, disability, and death. This also means creating a plan for the intra-family succession or, perhaps the transfer of ownership of your business if (and when) it comes time to walk away.

If your business succession plan includes the need for a successful intra-family transfer or ownership transition to an outside buyer, the planning process we create with you will include a review of available planning modalities, discussion and implementation of strategies, as well as the identification of potential successor owners to continue your business operations for succeeding generations.