6 CRITICAL CONSIDERATIONS
WHEN PLANNING
SUCCESSION & EXECUTIVE
RETIREMENT
IN YOUR FAMILY BUSINESS
Answer the question on everyone’s mind “Will I be successful in passing on my business to the next generation?”
Discover how to:
- Keep the business in the family
- Prepare your organization for your departure
- Determine who gets what and how much
- Properly fund you succession strategy
The 6 Key Takeaways from the report include:
Your Legacy
Your Successor
Involuntary Departure
Estate Equalization
Keeping Key Persons
Funding Strategies
$68 Trillion
is currently being trasferred to the next generation by Family-owned businesses like yours
44%
Of business owners plan to pass their business to their family
56%
Would like to do so while still living… but few are ready for it
How do you know you’ve found the
right Succession Strategist for your business?
Join hundreds of small business owners like you who needed a very specialized type of
financial advice to assure the longevity of the enterprise for generations to come.
FEATURED REPORT:
Small & Medium Size Businesses
Succession Strategy and Executive Retirement
AS SEEN IN:
See Tier 1 Capital in Action
Book a call with one of our succession strategists.
We thrive because you thrive.