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Business Planning Continuation
White Paper
Key business succession strategies that you should be considering now. Some topics include:
- Whether the goal for the business is to stay in the family or sell – a well‑crafted business continuation plan can establish a market for an illiquid asset and control business management.
- Does your client know the true value of their business? By not knowing, is that keeping them from making key decisions about their retirement?
Learn how thoughtful planning can protect your business-owning clients. Make the most of a properly structured and adequately funded plan by ensuring your client’s business is prepared – by providing the practical, risk-management solutions that they will need.
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This material does not constitute tax, legal or accounting advice and neither Highland Capital Brokerage nor any of its agents, employees or registered representatives are in the business of offering such advice. It was not intended or written for use and cannot be used by any taxpayer for the purpose of avoiding any IRS penalty. It was written to support the marketing of the transactions or topics it addresses. Anyone interested in these transactions or topics should seek advice based on his or her particular circumstances from independent professional advisors.
This page is intended for agents and representatives only, and not to inform members of the general public. The information provided in the agents’ testimonials above may not be indicative of the experience of any end clients. The experiences and opinions are those of the financial professionals only.
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