Build Succession

07 Jun Build Succession

Succession Planning Options

• Selling or Transferring your Business
  • to a third-party buyer (a competitor, supplier, customer or independent third party).
  • to an existing partner in the business.
  • to your management team.
  • to your employees, which may be a broader group than your management team.
  • to a family member.

• Dividing up parts of the business among various successors – family members, management, employees, etc.

• Taking the business public.

• Liquidating your business and distributing the surplus proceeds to your shareholders.

The process of doing the plan can be more important than the plan itself.

So, let’s PlanSmart^TM!!

Joel Rose

With over 35 years of experience, Joel Rose helps families – and their businesses – to prepare for the future. He offers guidance and support to help his clients create estate plans and succession plans that meet the needs of the whole family. Through his extensive professional and personal experience, Joel is known for his compassion and his ability to find a creative solution to meet each family’s needs.