Business Succession Planning
HOW TO KEEP SOMETHING GOOD GOING.

Business succession planning can be one of the most important steps you take to ensure the long-term success of your business.  Many closely held businesses do not continue past the first generation due to the loss of a key employee or the failure to establish and properly fund a buy-sell agreement.

A buy-sell agreement establishes an arrangement for the sale of a business interest upon a specific triggering event, such as the business owner’s death, disability or retirement, and is usually funded with insurance to provide for cash upon the triggering event.

There are multiple types of buy-sell agreements and insurance vehicles that can be used to support your business continuation needs.  Our financial advisors will work with you to determine which alternative is right for your business and we’ll help you implement the succession program for your company.

Qualified Retirement Plans     |   Business Succession Planning    |   Key Executive Compensation Programs Securities and Insurance Products are offered by, and Financial Advisors are registered with, UVEST Financial Services, and its affiliates. Member FINRA, SIPC. UVEST and Howard Investments are independent entities. Not FDIC Insured   |   Not Bank Guaranteed   |   May Lose Value Not Guaranteed by any Government Agency   |   Not a Bank Deposit This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives.  UVEST Financial Services U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.