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Business Succession Planning


Business Succession Planning is essential for closely-held businesses. While the Business may be the most valuable single asset for its owner, surprisingly few take steps to safeguard its value after the owner steps aside. It is obvious that a business succession plan is needed if the owner dies or becomes disabled for a long period. But the need also arises if the owner gets divorced, retires, or simply wants to move on. 


Having people that could step in to run the company successfully is important. If there are multiple owners, a buy-sell agreement funded with life insurance and / or disability insurance is also desirable. The Duplifund® Group can help in addressing risk and liquidity. We also refer clients professional organizations that are good at setting up comprehensive Succession Plans.

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The Duplifund Group