Business Succession Planning

Whether you choose to transfer out of your role or leave the business altogether, a business succession plan can help ensure the orderly transfer of ownership to your partners, family members or your beneficiaries. Having a comprehensive plan can:

  • Prepare you for the next stage in your life
  • Provide income in your retirement
  • Help minimize the tax impact on hte sale of your business
  • Address family members' interests and concerns
  • Put you in control of your future and the future of your business

Investments offered by Trust and Investment Services are NOT FDIC INSURED, provide NO BANK GUARANTEE, and MAY LOSE VALUE.

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