Business Succession

All businesses can benefit from buy-sell planning.

  • It provides a definite market for transferring the ownership interest.
  • It specifies a set or determinable price.
  • It may provide some or all of the funds necessary to execute the agreement.
  • It maintains “closeness” of the business by restricting and planning who/what can receive the business interests.
  • It may provide liquidity to pay estate taxes (due 9 months from date of death.)
Our firm philosophy is simple: protect assets, grow wealth & live well.
William E. Watson III
Registered Financial Consultant President General Agent
Successful people make a habit of doing what unsuccessful people are unwilling to do.
Holly L. Hullum
Private Client Division
The success of a financial strategy is often more dependent on its systematic nature than its rate of return.
Kurt G. Poetschke
Private Client Division
Compound interest is good, compound taxation is bad.
Ray Croff CLU ChFC RFC CAP
Registered Financial Consultant Managing Partner - Denton
All well managed portfolios hold defensive reserves.
Harlan W. Wiese RFC LUTCF CLTC
Private Client Division Brokerage Manager
The best time to plan is before you have to. If you wait until you have to plan, you are reacting and not planning, and your options are very limited.
Stephen Hull MBA, RFC
Registered Financial Consultant