Planning Toward a Smooth Transition: Eight Steps For a Business Transition

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Planning towards a smooth transition
Eight steps for a business transition
Provided by: Jeffrey L. Hogue, CFP®, CEPA
Senior Vice President – Wealth Management
Wealth Advisor, Portfolio Manager
UBS Financial Services Inc.
4313 NW 8th Avenue, Suite 10
Gainesville, FL 32605
Phone:  (352) 745-7443 / (844) 369-1016
E-Mail:  jeffrey.hogue@ubs.com
Website:  https://advisors.ubs.com/jeffrey.hogue/

As a business owner,  you’ve worked hard to build your business. But what about the day when you might want to walk away from it all? Business transition planning is perhaps one of the most complex tasks a business owner will encounter. Many owners have a substantial portion of their family wealth invested in the business, a complexity that requires broader financial planning strategies to address retirement and estate planning needs.

If you lack a comprehensive plan to pass on your business, now is the time to give serious thought to a formal business transition plan. A well-crafted transition plan identifies a long-term strategy that can inform short-term decisions.  Please click on the attached file to continue reading.

 

Updated: March 30th, 2021

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