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Business Succession Planning

Adequate planning can ensure your business will be preserved as you want it to be. If you have your own business, you may wish to keep the company within your family or sell it, before or after you pass away.

Regardless of which option you choose, careful planning will ensure the business can stay up and running and be protected from significant, unexpected tax liabilities. At a minimum, a business succession plan should address the systematic transfer of the management and ownership of a business. When successful business owners reach a certain age, it becomes imperative that they address the issue of succession planning.

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Our firm’ss risk management professionals are ready to help you contend with the challenges of operating a business in a rapidly changing marketplace.

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With 30 years of experience, let our team of advisor create a portfolio of personal lines coverage to meet your unique insurance needs.

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Let our professional financial advisors help you create a path towards financial stability, with a well thought out and personalized plan.

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REQUEST A CERTIFICATE OF INSURANCE

A certificate of insurance is a document that provides a snapshot of the coverage limits, policy effective date, as well as the insurance carrier that insures your condominium or homeowners association.

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