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Succession Planning
 

The process of transferring your business to family members involves three essential components: A skilled successor(s), A good family relationship, and a viable business operation.

 

At Ward & Uptigrove, our client base is predominantly family-owned businesses. We can help with your business succession process by being part of your team. We can provide you with advice to structure the transfer of your business to minimize current and future taxes. Our Human Resources people can assist in the evaluation and skills development of the successor(s). Our Wealth Management branch can ensure your investment and insurance needs are met.

 

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