Succession Planning

Create a succession plan that will protect not only your business, but your family too.

Our Succession Planning Service

Analyze your current plan to ensure that it will accomplish your goals.

If your succession plan is unwritten, we will assess what you have, identify what you should do, and recommend the best way to protect yourself. We strongly recommend that you create a clear written plan that roadmaps your future.

YBG will create a written Succession Plan customized for your retirement, major business expansion, the sale of your business or an ESOP, and addresses your estate planning needs.

YBG will guide you through the implementation of your written Succession Plan.

We will identify from our Network of Attorneys the best choices for your consideration to assist in creating the necessary legal document for your succession plan.

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Could you benefit from Succession Planning?

Succession plans are a proactive measure taken by business owners or individuals to help ensure that the future needs of a company and the families of its owners and key employees are met should a key employee retire, resign, get fired or an individual become ill, or pass away.

Work with a professional. When done successfully, succession planning can enable you to retain your key employees and potentially make them your future successors & help facilitate a smooth transaction when the time comes. As we’ve seen, this means a bigger return on investment for your company, as well as more successful results in the long-term.

Having the appropriate succession planning in place will assist you in Paying off debt or replacing income. The benefits from Life insurance products can help replace your income if you passed away, and can help you save for retirement during your life. Also, such products provide a proven way for you to retain key employees by using a Golden Handcuffs Program.

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How can we help you?

Here at Your Business Guardian, we tailor programs to help you and your company achieve your personal and business financial goals.