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Posts Tagged ‘Succession Planning Steps’


Exit or Succession Planning For Small Businesses

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At some point in time in time every business owner will “exit” their business. In most cases, a small business represents a significant component of family wealth and the owner will be keenly interested in maximizing this value when the business is either sold to an outside 3rd party or key employee, or transferred through [...]

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Succession Planning Steps in Business Estate Planning

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If you’re a business owner you should consider succession planning as part of your overall estate plan with your financial advisor. Succession planning is the process of handing over the responsibilities of running a business to someone else when you are no longer able, or willing, to run it. There are many steps to consider [...]

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