Business Succession

Positioning your company for the next stage in its evolution

An exit strategy is a key to retiring, selling your business or shutting your business down. If you don’t have a business succession plan, we can help.

If you’re a small business owner and haven’t already determined your exit strategy, don’t wait any longer. Among many other decisions, you’ll need to determine the most appropriate structure for divesting your business and tapping into the value it represents. When you are ready to remove yourself from the business, there are several options you could consider when thinking through this part of your planning. You could sell it to a competitor, sell it to one or more key employees, or keep it in the family.

Positioning yourself to reap the benefits of the work, time and effort you’ve put into your business requires time, thought and skill. Our team can help you make these decisions along with several other options to consider.

Feel free to contact us to discuss in more depth how these options may fit into your specific situation or select a life planning event to find out how we can help you meet your goals.

Consider how your business may be an important asset to fund your retirement plan now or in the future. Learn more …

There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Past performance is not indicative of future results.

Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. While we are familiar with the tax provisions of the issues presented herein, as financial advisors of Raymond James we are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

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