Business Succession Planning

Prepare for the Next Generation

Family-owned businesses tend to fall apart by the third generation. Make your business one of the success stories with succession planning from Associated Financial Group.

Whether you plan to sell the business or transfer ownership to family members, plan your exit strategy now. We create a succession plan that helps you:

  • Identify and train a successor
  • Protect the business in case of a partner’s death or disability
  • Safeguard your wealth
  • Minimize estate taxes
  • Create a smooth transition

Prepare for your Future

Make sure the capital you have tied up in your business is available when you’re ready to retire—or move on to your next business. Call 800-258-3190 to create your business succession plan today.

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