Succession Planning

A business must be able to continue operations following the death, disability, or retirement of an owner or key employee. Accurate valuations, properly executed agreements, and effective funding plans are nearly impossible if delayed until the onset of one of these events.

Early planning with your attorney, accountant, or other advisors can develop a business continuation or estate plan that reduces the amount of money lost to taxes, creditors, and unnecessary administrative costs. The Conestoga Group works closely with these advisors to provide the insurance or investment products needed to fund your plans.