Business Succession

Where your business is concerned, you don’t leave success to chance. You shouldn’t leave business succession to chance either. Whether your business is a one-person operation, a partnership or a closely held corporation, a business continuation plan should be a component of your overall strategy. You can’t predict the future, but you can make plans now, because the future could arrive sooner than you expect. At SummitWealth Partners, our advisors employ a variety of strategies to meet your succession goals. Some strategies are, but not limited to:

• Buy-sell agreements
• Key person insurance

As a business owner, you understand the importance of building relationships and the value added from working with other professionals to meet a common goal. At SummitWealth Partners, we encourage collaboration and are eager to work with your other professionals to help you achieve success. The key decisions you have to make as a business owner can be made in confidence when a team of experienced professionals are collectively working on your behalf.