Buy Sell Succession Planning

Business Planning for (Owners of) Closely Held Private Companies

Privately held Companies are not publicly traded which limits liquidity. Exit strategy planning for a successful business prepares the Company for the eventual exit of an Owner to ensure the continuation of the business. This benefits the Owner(s) $, + Employees, Customers, Suppliers, and Vendors. There are certain events, whether voluntary or involuntary, that trigger the need for a buy sell. Buy-sell & exit strategy planning is the primary goal of a business continuation plan.

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Foss Financial Services

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