Formulating an exit strategy for your business is key in protecting your financial assets. Read More about A five-step exit planning process for business owners
Should you sell your business? Transfer it to employees, co-owners or family members? It's a big decision. Draw on expertise from your Wealth Advisor to help select the option that's right for you.
Whether your family is involved in your business or not, your succession plan will affect them. Understand current and future tax implications of your plan. And make sure you communicate your vision to your family.
