Succession Planning

A succession plan reflects the legacy of the business, the legacy of the owners, and provides for the needs of the families involved.

Succession Planning

A succession plan reflects the legacy of the business, the legacy of the owners, and provides for the needs of the families involved.

Succession Planning

A succession plan reflects the legacy of the business, the legacy of the owners, and provides for the needs of the families involved.

The Pay It Forward Financial LLC. Advantage: Preparation

We review your personal and business assets, making sure they reflect the wants, needs, and wishes of you and your family. We also cover planning options such as Business Sale or Transfer Funding Strategies. Our team of independent specialists will explain your options and the steps that need to be taken.

The Pay It Forward Financial LLC. Advantage: Preparation

We review your personal and business assets, making sure they reflect the wants, needs, and wishes of you and your family. We also cover planning options such as Business Sale or Transfer Funding Strategies. Our team of independent specialists will explain your options and the steps that need to be taken.

The Pay It Forward Financial LLC. Advantage: Preparation

We review your personal and business assets, making sure they reflect the wants, needs, and wishes of you and your family. We also cover planning options such as Business Sale or Transfer Funding Strategies. Our team of independent specialists will explain your options and the steps that need to be taken.

Assures a prompt and orderly sale or transfer

Eliminates potential conflicts among surviving owners

Shareholder's heirs receive a fair price for their interest

Major benefits of succession planning:

Assures a prompt and orderly sale or transfer

Eliminates potential conflicts among surviving owners

Shareholder's heirs receive a fair price for their interest

Assures a prompt and orderly sale or transfer

Eliminates potential conflicts among surviving owners

Shareholder's heirs receive a fair price for their interest

Major benefits of succession planning:

Profits go to active shareholders, not inactive family members or outside parties

Converts an illiquid interest into cash

Helps stabilize the business in the eyes of customers and creditors

Profits go to active shareholders, not inactive family members or outside parties

Converts an illiquid interest into cash

Helps stabilize the business in the eyes of customers and creditors

Profits go to active shareholders, not inactive family members or outside parties

Converts an illiquid interest into cash

Helps stabilize the business in the eyes of customers and creditors

The road to prosperity starts here

Get in touch so we can help you reach and manage your financial goals.

The road to prosperity starts here

Get in touch so we can help you reach and manage your financial goals.

The road to prosperity starts here

Get in touch so we can help you reach and manage your financial goals.

The Road to Prosperity Starts Here