Business Succession

Begin with an end in mind, was introduced within The Seven Habits of Highly Effective People, written by Stephen Covey. Successful business owners prepare for planned and unplanned ends or exits from their business.

Unexpected exits from a business may be the result of poor health, or even worst, the loss of life. If you are in business, how would you fund your departure from the business if due to health? What would happen to your share of the business if you were to die?

A Wealthwise financial adviser will work with you to help uncover the contingencies to plan for, and to protect yours and the business’ capital and revenue. We will project management a business succession plan, coordinating business valuations, business partners and working with specialists including accountants and legal practitioners to provide a comprehensive business exit funding solution.

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