Broker Check

Business Continuation

Exiting the business, but ensuring that the business continues to prosper.

Who will continue your business when you retire, die or become disabled?
What happens to your business if one of your co-owners retires, dies or becomes disabled?
How will you introduce family members into the business? Do they have the drive and ability to be successful?
Can executives and key employees take over successfully?
Will your personal financial resources be secure once you leave the business?
What is the best way for you to transfer the business to family members, co-owners, employees or others?
Do you have a funded buy-sell agreement in place to help you realize your business succession goals and objectives?
Are there ways to transfer your business in an efficient manner for estate planning purposes?
What are the best ways to fund your buy-sell agreement to ensure that it works appropriately when needed?

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