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Succession Planning

How do I protect the finances of the Successor of my Business?

Here are ways to protect your successor financially. Allow the potential successor to get involved in managing important team projects. Try to increase the successor’s financial insights and his or her general responsibilities over time. Allow independence...

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How can I empower the process of Business Succession?

Here is how you can empower the process of Business Succession Establish appropriate forums Family retreats and regular meetings can allow the family to discuss the issues that will promote the continuation of a profitable company. Develop teams and design...

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The 12 pitfalls of Succession Planning

 Various circumstances can make succession planning either difficult or impossible: The right successor quits A son or daughter may decide to leave the firm after having worked in the family business for years without a commitment to a concrete succession...

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The Buy-Sell Agreement: A financial safeguards for shareholders

            The Buy-Sell agreement is one of the most important legal documents a business can have to protect shareholders in the event of the death of a business owner/partner. They must be planned ahead Whether you own a partnership...

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Three types of Key-Person Insurance for your business

If you are a business owner, you may have an individual who is key to your success. There is insurance to protect you against financial loss if he or she is incapacitated, in three areas. 1) Key-Person Life Insurance 2) Key-Person Critical Illness Insurance 3)...

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How does a business create a Succession Plan?

Succession planning allows you to transfer your wealth creating potential.   Many who own family businesses, will move into retirement over the next two decades. A delicate process referred to as “succession” or “business continuity”...

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Does your business need an Estate Freeze?

If your business assets possess the potential for significant capital gains, and you have children who might take over the company, an estate freeze may be worthwhile considering. An estate plan can assess the fair market value of an estate and the potential...

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