Many factors will determine whether you should implement a succession plan or simply sell your business outright. Wealth Strategy Group leverages its experience to ensure you are prepared for business succession related events and understand the different options available to you.

Our team will work with you to:

  • Establish life insurance on all business partners so an untimely death before succession or sale is covered by death benefit proceeds.
  • Ensure an agreeable price for each partner’s share of the business so succession or sale related events are properly planned for.
  • Enable timely settlement of any estate related issues when business partners become deceased or otherwise indisposed.
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