Business Succession & Continuation Planning

This process should begin when you start your business and it is an ongoing process that needs to be reviewed regularly as you, your business, and your family matures.

Shareholders’ agreements, wills, tax, wealth management, insurance and tax sheltered funding options, banking and leverage all may be needed.  You will need an Advisory team to support you as you grow, transition out of business and eventually pass on your legacy.

Your View360 Advisor will work with your existing Advisory team and in addition, if your existing team needs support, we can bring specialists in to support your planning from our wealth resource team.