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Businesses Succession Planning

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Business Succession Plan

Business succession planning is a series of logistical and financial decisions about who will take over your business upon retirement, death, or disability. To write a succession plan, the first step is to identify the ideal successor to take over the business, then determine the best selling arrangement.

If you're a business owner, you've probably thought of what you ultimately want to see for your business when you're retired or just want to move onto a different project.  Whether you plan on selling it to someone, or keeping the business within your family for generations to come.  Either way, Strandlife Financial Group can help!  


Structuring a proper business succession plan takes a knowledgeable team of advisors to help you implement a strategy to avoid taxes, maximize benefits, and mitigate any potential risks.  As a Certified Exit Planning Advisor, Parsa and his team will be able to assist with every facet of the transition, working closely with your CPA and attorney in structuring the best strategy for your succession plan.

Contact us today to get started on implementing your business succession plan.