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Business and Business Succession Planning

It has taken strength, savvy and determination for you to create and establish your business. Now, you need to maximize the value of your business, as well as the value of a majority or minority interest in the business. This is where the road to success gets even rougher. Family business experts have found that less than one-third of family businesses make it through a second generation and fewer than 10% will survive a third generation.

We can help you defy these statistics. Whether you’re structuring a new company, preparing an exit strategy or developing a succession plan, business planning is an invaluable tool that we can utilize to assist you in achieving your shareholders’ long - term objectives. We’ll work with you to:

determine the appropriate corporate structure for your business
design and implement buy/sell agreements between partners and shareholders
specify multiple exit strategies options for the business owner
put a succession plan in place for your next generation
coordinate business planning with estate planning and investment planning

Once all these steps are taken, you will have peace of mind knowing you have covered all the bases and made sure there are no gaps in your overall plan.

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Securities products offered through registered representatives of Walnut Street Securities Inc. (Member FINRA/SIPC).
Investment Advisory and Financial Planning services are offered through Provenance Wealth Advisors. Provenance Wealth Advisors and WSS are unaffiliated entities.

The tax and estate planning information contained herein is general in nature, is provided for informational purposes only, and should not be construed as legal or tax advice. WSS, nor its representatives, do not provide legal or tax advice. WSS cannot guarantee that such information is accurate, complete, or timely. Laws of a particular state or laws, which may be applicable to a particular situation, may have an impact on the applicability, accuracy, or completeness of such information. Federal and state laws and regulations are complex and are subject to change. Changes in such laws and regulations may have a material impact on pre- and/or after-tax investment results. WSS makes no warranties with regard to such information or results obtained by its use. WSS disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Always consult an attorney or tax professional regarding your specific legal or tax situation