What will happen to your business after you’re gone? Will it go to your business partners? To your family members? How will get receive the value of the business?
Creating a Business Succession Estate Plan
We want to help you create a clear plan in order to:
- Clarify who will acquire or inherit the business
- Determine how the business will be valued
- Minimize taxes
- Minimize business disruption
- Avoid probate
Your plan may include changing how your business is incorporated or amending your business operation documents. We may also recommend life insurance. Your business succession estate plan will be tailored to fit your unique business needs. Let’s talk about your business and your goals for succession.
Contact Bartelt Grob
6300 University Avenue
Middleton, WI 53562