Family Business Planning
Among business owners with a succession strategy, the most popular plan is to leave the business to family.1 Help family-owned businesses secure their future with a simplified planning approach. No matter the type of business, they likely have unique ownership transitions.
1 2019 Principal Business Owner Market Study by The Harris Poll using 1,020 online interviews from Jan. 7 through Jan. 25, 2019.
Key materials listed below.
Family Business Strategic Planning Process (BB12032)
Use this brochure to help family-owned businesses better plan for their financial future with three key areas for planning, along with topics to discuss and steps to take.
View (PDF) • Order
Family Business Planning Sample Proposal (BB12043)
Sample proposal used for planning purposes with a family-owned business. Order a customized planning report using the fact finder.
View (PDF) • Request for Proposal (DOC) (BB12033C)