Cape Cod Wealth Strategies
& Insurance Services, LLC

CONNECT

Address:

16 Forsythe Ave
South Yarmouth, MA  02664

Phone:

(508) 776-1168

Fax/Other:

508-619-3170

Business Succession Planning on Cape Cod

Have you started a business and want to pass the baton to someone else when you retire? What if something unexpected happens to you and you need to step down from your current executive or ownership position? At Cape Cod Wealth Strategies & Insurance Services, LLC we’re here to provide you with business succession planning.

 

Business Succession Planning for Cape Cod Businesses

 

With business succession planning, our financial advisors on Cape Cod will help you determine which employee or employees are best suited to take on your role should you ever step down. Succession planning involves ensuring that employees are recruited and developed in order to fill important roles in a company. The entire plan is developed and adjusted for business expansion, employee loses or additions, increased sales and budgeting, and other factors.

 

Why Cape Cod Wealth for Business Succession Planning?

 

Our role in your business succession plan is to help you with the transition of leadership. For small businesses or family-owned businesses on Cape Cod, it can take years to prepare younger employees for future key roles at a company. To ensure your successor is well trained for their upcoming executive role, our financial advisors will help you establish a plan, such as:

  • Selling your business outright

  • Transferring your business with a buy/sell agreement

  • Gifting your business

  • Private annuity
     

At Cape Cod Wealth Strategies & Insurance Services, LLC, we highly recommend having a business succession plan no matter how big or small your business may be. Many small businesses without these plans in place will fail after their original founders step down. Let us help you continue what you’ve started! Contact our Cape Cod financial advisors today.

 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck