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Wealth Control Advisors
Rosenheim Financial Services
60 William Street, Suite 200
Wellesley, MA 02481
781-263-4568 MA telephone
781-235-8890 private fax
8451 Egret Lakes Lane
West Palm Beach, FL 33412
561-691-1380 FL telephone
info@wealthcontrol.com
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Buy/Sell Funding & Succession Planning
Is your business' succession plan under-funded, or even outdated? Do you have a Buy/Sell agreement, and does it cover all of your and your families' interests? Wealth Control Advisors, a business-consulting firm based near Boston, Massachusetts, can help your business avoid those problems. Our succession planning services help you develop, document, and fund your business contingency plans that ensures a smooth leadership transition, eliminates confusion, and gives your business's next generation of leaders a valuable head start. For more information, contact us online or call us at 781-263-4568.
An under-funded or out-of-date succession plan can cause major problems for a business in the event of sudden change in leadership. These problems can be very costly and have dire consequences on both the business and family members that depend on business assets for their income and/or inheritance.
Succession Planning Services
We work with you and your business to help develop, fund, and communicate a succession plan for your company that will ensure a smooth transition to new leadership. A properly-funded and communicated succession plan can help minimize taxes, eliminate potential staffing and inheritance issues, and lastly, help ensure a long-lasting life for your business. This complex topic needs expert attention and consideration and cannot await the arrival of someday. Our Case Study 2: Legacy Planning and Privately Held Business is a cautionary example of inheritance issues and issues with succession planning.
Start planning your business's future today. Call Wealth Control Advisors at 781-263-4568 or contact us online to discuss how we can help you create and implement the succession plan that is best for you and your business.
Get the Best Strategy for Your Business
Learn more about our Tailored Services, or for more information, contact us online or call us at 781-263-4568.
For more information on our business consulting and succession planning services, call us at 617-219-1568 or email us. To read more, click here.
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