Innovative Financial Results
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Business succession planning sets up a smooth transition between you and the future owners of your business. With family businesses, succession planning can be especially complicated because of the relationships and emotions involved - and because most people are not comfortable discussing topics such as aging, death, and their financial affairs.

  • Will your business even carry on, or will it be sold?
  • Who's going to manage the business when you no longer work the business? 
  • How will ownership be transferred? 
  • Your business partner could legally sell their interest to someone you don’t want as your business partner
  • If you predecease your spouse, ensure that upon your spouse’s death your assets go to your children







"As I grow older, I pay less attention to what men say. I just watch what they do." - Andrew Carnegie, Scottish-American industrialist

IFR ... Heads-up creative, not heads-down compliance
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