Business Succession Planning

If you’re a small business owner, a family business or a small private corporation, you’ll need to plan for the succession and continued success of the business in order to address the “what if” situations between principals and family members.

Our team can work with your other professionals to help formulate a succession plan and address each issue relating to that plan. For example:
  • Our team can assess your current group insurance plan and make recommendations regarding available options––like disability carve outs––to increase protection for executives on a tax-effective basis.
  • If your business has a few “key people” who play a critical role in delivering results, our team can help you to provide insurance against the loss––death, critical illness or long-term disability––of such a key person.

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.