Business Succession Planning

Unlocking the fair market value of a closely-held company is often the single most important financial event in the lifetime of a business owner and his family. And having an up-to-date, tax efficient and properly funded business succession plan may be the most essential ingredient for the survival of a firm that has lost a shareholder and/or a key person due to retirement, death or disability.

Keys to Unlocking Value
All businesses, from the three partner law firm to the family-owned car dealership and public biotech company need to develop, implement and monitor a coordinated strategy which incorporates one or more of the following elements of a successful plan:

Current buy / sell agreement

Tax and cost efficient funding

Up-to-date business valuation

Keyperson life & disability insurance

Coordinated estate and gift plans

Worth Partners works closely with clients and their advisors to assure that each business, the shareholders and their families are beneficiaries of planning by design, not default.

For more information
If you'd like to learn more about how we help our clients unlock the value of a business enterprise and assure its long term continuity, please contact us by filling out our online form or call Mike Eagan at 781.930.4791.

Securities and advisory services offered through First Allied Securities, Inc., A registered broker dealer, Member FINRA/SIPC