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.

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?

Speak with our team

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Wealthcare Advisory Partners a registered investment advisor. Wealthcare Advisory Partners and Fellows Financial Group, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, DC, GA, FL, HI, IA, MD, MT, NC, OH, PA, VA, TX, WV.

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, LPL Financial and Wealthcare Advisory Partners.   LPL Financial, 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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