Business Succession
Business Succession
- How do you know if your taking the right steps?
- Are you aware of investment strategies to potentially defer taxable gains and continue to grow your investment?
- Is your business structured to minimize taxes?
- Do you know the value of your business?
- Have you factored your business in to your Retirement and Estate Plans?
- Do you need a professional team to help you. CPA, Retirement and Estate Planner, Business Broker, Attorney if necessary?
Let The Financial Coach™ help you evaluate your unique situation and customize an exit plan.

Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
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Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
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