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.
- Buy-Sell Succession Planning & Exit Strategy Planning for closely held Companies.
- Key person planning
- Executive Benefits / carve out planning
- Group Employee Benefit Brokerage Services
