Business Succession Planning

A well-formulated strategy for the long term

You tackle unique challenges every day while successfully running your company. Have you, though, anticipated the long-term challenges? Things like saving enough for retirement, protecting your family, retaining key employees, succession planning, and protecting the business equity you’ve worked so hard to achieve? Timely planning can effectively address these issues.

A well-formulated, long-range succession plan gives your business continuity. It safeguards the interests of your stakeholders, and can materially benefit your family’s wealth and welfare. Your advisor will work with you to develop a customized business succession plan that takes into consideration the successful transfer of management and ownership control – whether it’s to your family or an outside organization – as well as a contingency plan in case of premature death or disability. We’ll help address the tough issues to provide confidence in your plan.

Make sure your business plan includes continuity

Safeguard the interests of your stakeholders and protect your family's wealth by anticipating long-term challenges such as:

  1. Retaining key employees
  2. Succession planning
  3. Protecting your business equity

Your Middleburg Financial Advisor will work with you to develop a customized business succession plan to help with the transfer of both management and ownership control whether it's to your family or an outside organization - as well as a contingency plan in case of premature death or disability.

Key Questions

Disclosures

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Securities are offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. View the Raymond James privacy notice.

Middleburg Investment Services is an affiliate of Atlantic Union Bank that offers securities through Raymond James Financial Services, Inc., Member FINRA/SIPC. Atlantic Union Bank, Middleburg Financial, and Middleburg Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Securities are not insured by the FDIC or any other government agency, are not deposits or obligations of Atlantic Union Bank, are not guaranteed by Atlantic Union Bank or any of its affiliates, and are subject to risks, including the possible loss of principal. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. 

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