Business Succession Planning

One of the greatest threats to the long-term viability of a business is the lack of a formal, well-conceived succession plan. What happens if one of your partners dies or becomes disabled? How do you properly plan when one of your children is working with you and your other children seek opportunities elsewhere?

As a third-generation business itself, Klazmer Financial Group is well placed to assist you.

As an entrepreneur and business owner, you have worked long and hard to create a successful business. We can help you to safeguard that success by developing a sound succession plan designed to ensure the orderly transfer of your business interests at an appropriate value, so that your family is provided for and your business can pass smoothly to the next generation.