Planning the Future Secures the Present

In business, planning is power and buying time to weigh options and make decisions only increases that power. This is where our succession planning services shine.

By taking the steps to plan out what will happen to your business after you step aside, you've placed your business in an advantageous position. Not only will you have a longer lead-time to consider purchasers or transition successors, but you may be able to reduce income, estate, and gift taxes. You'll certainly have more time to provide peace of mind to employees, business partners, creditors, and family members.

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Building a Stronger Future

Fellows Financial Group has worked with business owners on developing unique succession plans that work for their specific businesses. We do this by working through dozens of competing and sometimes conflicting issues:

We will help you sort through these options and write a succession plan that secures the present while planning for the future.

Should the business stay in the family or should you sell?

How and when should you transfer control?

How do you communicate and document your goals and vision?

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Speak with our team

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Fellows Financial Group is registered with Coastal Equities, Inc. Coastal Equities, Inc. and Fellows Financial Group are not affiliated. Securities offered through Coastal Equities, Inc. Member FINRA/SIPC, advisory services offered through Wealth Care Advisory Partners.Coastal and CoastalOne are trade names for the Coastal Companies. The Coastal Companies are Coastal Equities, Inc., Coastal Investment Advisors, Inc., a US SEC Registered Investment Adviser and Coastal Insurance Services, which consist of several affiliated insurance agencies. Securities are offered through Coastal Equities, Inc., Member FINRA/SIPC and Investment Advisory Services are offered through Coastal Investment Advisors, Inc., a US SEC Registered Investment Adviser, co-located at 1201 N. Orange Street, Suite 729, Wilmington, DE 19801.

Personal and Commercial insurance services are offered through Fellows Insurance Group LLC.   Fellows Insurance Group LLC is a separate entity from Fellows Financial Group LLC, and Wealthcare Advisory Partners. Fellows Financial Group LLC, Fellows Insurance Group LLC and Wealthcare Advisory Partners do not offer tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

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