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Business Succession Planning

If you own a business, you need to determine what will happen to your business after you retire or die, which can include insurance, tax and financial planning. It’s important to start planning in advance to help smooth the transition.

5 Options for Business Succession

If you’re a business owner, you may soon face a challenging decision: how to approach succession. This decision affects your family, your employees, your customers, your creditors, your wealth, your financial plan and your legacy. Understand that succession will come, whether you plan it or not. Here are five basic options for business succession planning; close the business, maintain ownership with others managing, sell or gift business to family, sell or gift to employees, or sell to a third party.

5 Options For Business Succession

The Latest

Succession Planning in the "New Normal": Strategies for Small Business Owners Looking to Retire During the Pandemic

The COVID-19 Pandemic has clearly added a great deal of complexity to small business owners who wish to retire and monetize their life’s work.

Co-workers shake hands at a meeting.

How Making Partner Can Impact Your Finances

With planning and the support and guidance of a CFP® professional, you can ensure that you will be ready for the role of partner in a firm.

Business Succession Planning

Focus on the Future Success of your Business When Succession Planning

When it comes to succession planning, remember to focus on the long-term success of the business, not the deal mechanics.

Find a CFP® Professional

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