Business Succession Planning

Your business has been a part of who you are.  In most cases, you want its legacy to reflect the tenacity and personal sacrifice that you put into it, while providing financial security for you and your family.

Our wealth team understands that there are complex issues in play when you are planning your retirement or thinking of transferring your business to a family member, business partner or selling to a third party. They will review your options and help you develop a succession plan for the future – one that fits your vision of retirement and your post ownership goals.