service - business owners
Business Succession Planning
As a business owner, you’ve worked hard to build a thriving company. You dedicate your time and efforts to ensuring the success of your business, your employees and your customers. But who is taking care of your long-term financial needs?
While it may be hard to imagine while you’re in the midst of running a successful company, you’re going to want to retire one day. You may begin to wonder:
How will I transition away from this company I’ve worked so hard to build?
How can I ensure my employees, customers and vendors are cared for after my departure?
How do I even begin to turn my hard work into assets I can use to fund my retirement lifestyle?
The answer to all of these questions lies in a custom business succession plan.
At Cottage Hill Capital, we can help you successfully transition into retirement by drafting and executing a business succession plan to meet your needs.
We work with you to:
Identify potential buyers and negotiate the sale of your business
Understand your overall net worth, including both personal and business assets
Protect your net worth
Help you identify tax-efficient strategies
Manage the proceeds from your business sale
Provide support for family members
Develop a plan to transition the business to key employees
ready to get started?
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
Cottage Hill Capital and LPL Financial are separate entities.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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