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Our Services | Business Succession Planning

Family-owned businesses are intrinsically complex and often make up a large portion of the owner’s overall net worth.  When that owner is ready to retire, they will need assistance in monetizing the company they own. Executing a succession plan has significant monetary implications.  Working with you and your other advisors, we take a holistic approach to how we can best provide you financial and investment insight. We provide strategic solutions for closely held corporations of all types, sole proprietorships and general and limited partnerships:  As your financial advisor, we provide guidance on:

  • Valuations
  • Financial terms of a succession plan
  • Tax management strategies
  • Investment of proceeds

Our goal is to assist the business owner in maximizing the monetary value of the business they have created. 

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Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice. 

Securities, advisory and insurance services offered through Osaic Wealth, Inc., Member FINRA/SIPC and a registered investment advisor. Additional insurance services offered through Boston Wealth Management, LLC which is not affiliated with Osaic Wealth, Inc. or registered as a broker dealer or investment advisor.