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.

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