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Business Succession Strategies

Careful planning and teamwork are the critical factors for any successful transition. Failure to adequately address succession may be one of the primary reason that very few family owned businesses continue into the second generation and that even less continue into the third. Even though family business advisers place a strong emphasis on the importance of succession planning,many family business owners neglect to develop a strategy for passing control to the next generation.

Ownership transfer and succession is not a decision. It is an organized process that involves information gathering, discussion and the evaluation of options and alternatives. If you address the issue of succession as a process which includes all the needs and concerns of your entire family, preparing for the event can be extremely beneficial.

Developing an effective business succession strategy requires a team effort between you and your advisors. Working with your attorney and accountant,our advisers can help you achieve your estate, succession and retirement planning goals and help you avoid potential problems before they arise.

How do you ensure that you've taken all the steps necessary to pass over the family business? Review your succession,retirement and estate plans with your advisers today.

Products and Services

  • Financial Services for Business Owners
  • Employee Benefits
  • Business Succession Strategies
  • Executive Benefits
  • Comprehensive Financial Planning
  • Retirement Planning
  • Investment Strategies
  • Annuities
  • Individual Retirement Account
  • Life Insurance

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Morristown, New Jersey
07960 United States

  •  Tel: 973-556-7300
  •  Fax: 973-556-7301
  •  info@strategicwg.com
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Strategic Wealth Advisory Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Strategic Wealth Advisory Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Strategic Wealth Advisory Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 1963499 DOFU 03/2018

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