Succession

Planning

Succession & Transitions

Your business is your livelihood, something you’ve been building for years. It’s hard to imagine the day you will hand it over to someone else, but the fact remains, that day will come. The only difference is whether you plan for the inevitable or let transitions happen without a plan. The success of the transition depends on you.

Successful succession and transition planning encompasses several different components, from financial and estate planning to ownership transition planning and family dynamics. It may take years to do correctly. Simply put, there’s no such thing as “too early” for business transition planning. It is always the right time to ensure the survival and prosperity of a business you spent the better part of your life building.

Why not start business transition planning, also referred to as business succession planning, while you’re still actively involved with the business?  Munton & Michaelis’ business transition and succession planning can help you leverage our comprehensive financial planning knowledge and experience to create a transition plan that will position your business to thrive for decades to come.

Transition Planning Services

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Transfer Of Ownership

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Insured Client Funds

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Segregated Accounts

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Segregated Accounts

Transfer Of Ownership

Insured Client Funds

Segregated Accounts

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