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Succession Planning

Succession Planning’s focus is on a family or related party transfer of a business interest. Specifically, the leadership of the company changes, usually to another family member. Leaving the family business to the next generation is a popular and powerful tool to ensure your legacy lives on and your children can maintain, or preferably, enhance the value of the business. Management buyouts are also considered a part of succession planning.

Business owners considering succession planning can also benefit from the counsel of a Certified Exit Planning Provider.

The CEPA can assist on several levels including:    
  • Provide an independent, 3rd party to ensure family/management relations remain intact.
  • Provide information on access to capital for next generation buyout
  • Suggest Exit Options to take advantage of various discounts for control and marketability to minimize tax implications.



Securities offered through Group Capital, LLC. a broker-dealer, Member FINRA / SIPC. Olin Capital Advisors, Inc. is not affiliated with Independent Investment Bankers Corp.



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