Family Business Planning
Among business owners with a succession strategy, one of the most popular plans is to leave the business to family. Help family-owned businesses prepare to secure their future with a simplified planning approach. No matter the type of business, they likely have unique ownership transitions.
For financial professional use only.
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.
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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)
Avoiding Family Business Conflict Flyer (BB12639)
This highlights ways to remain calm when passing the family business on to the next generation.
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Key materials listed below.
Family Business Planning Case Study Presentation (BB12056)
Learn about the family business planning approach through a case study. It includes succession, retirement and estate planning strategies for clients.
View (PPT)
- Contact Us: Business and Advanced Solutions, Life Sales Support
3444448-032024