How to Build a Succession Plan for Your Business

Owning a business is so all-encompassing it can be difficult to think about the future. Between balancing a budget, dealing with customers and leading your staff, it’s sometimes hard to take a moment and think through what comes next.

But your business strategy isn’t complete without a succession plan.

Your legacy, your vision and the customers and employees you want to take care of are vital components of your legacy plan. You can’t simply “leave it” to family or beloved employees without careful planning.

Check out our on-demand webinar on building a succession plan for your business with Carson's Managing Partner of Wealth Solutions Jamie Hopkins and Jason Carver, Managing Director of Mergers and Acquisitions. They go over:

  • Creating a plan for one of your largest assets: your business
  • Finding the right successor or buyer for your business
  • Estate planning considerations when leaving a business to a loved one
  • Protecting your customers for the future

Fill out the form to watch the on-demand presentation at your convenience. If you have any questions, please reach out to your advisor.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

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