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Business Succession Planning
March 6, 2015 @ 8:00 am - 9:30 amFree
If you are like many business owners, there are two valuable assets that are always on your mind – your family and your business.
As a business owner, you probably spent a lot of time worrying about your business, your industry or even making payroll. In fact, you most likely have a sales strategy and plans for finance and marketing in place. But have you thought about your businesses succession plan?
So what happens if you become disabled? What if your business partner retires? What if you want to give the business to your children? What if you want to sell the business? What if you were to die unexpectedly? Now what?
‘Business Succession Planning’
- Lou F. Grammes, CLU, CBFs is a Certified Family Business Specialist with U Financial Group located in Mechanicsburg, Pennsylvania. He has over forty years of experience counseling his clients’ insurance strategies, wealth preservation, business succession and selective benefit plans. Working with his clients’ advisors, he is known for being a highly creative professional in the development of business succession plans and wealth preservation techniques. Recently Lou had an article published in Forbes Magazine regarding business succession planning.
- Michael P. Barclay is a financial advisor with Crockett Financial Services located in Williamsport, Pennsylvania. He specializes in college education funding, wealth accumulation and transfer strategies, retirement planning, life, disability and long term care insurance.
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