Broker Check

Family/Business Succession

Are You Set To Transfer Your Business?

  • Do you want to maintain control of your business & assets while alive and well?
  • Can you avoid losing any portion of your business due to divorce or death of family member/partner?
  • Will inactive heirs or a dissatisfied spouse want income equal to working stockholders?
  • Have you provided for competent management in event of your death or disability?
  • Will your assets and business be distributed correctly while reducing taxes?
  • Are your assets protected from creditors?
  • Have you established a way to fund the transfer of ownership?

You can give us a call to help you look at your own particular situation and see how we can help your Family/Business Succession needs.

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