Succession Planning

You have worked extremely hard over the years to build a successful business, but have you started to build a sound succession plan? This can be the equivalent of winning the lottery or losing your ticket. Failure to prepare for succession can leave millions of dollars on the table for you and your family.

Quarry Wealth Management will work with you to help you plan the exit from your business. This should often be done 5 years in advance of wanting to sell. We work closely with a corporate finance group that will help structure and market your business to find a potential purchaser.

Planning for this transition takes time to manage the multiple issues ranging from tax planning, and having processes and systems in place to maximize the value to the potential acquirer of your business.

If you would like to discuss succession planning with one of our advisors please call for an appointment.

Are you ready for retirement?

Enter your information below to download our 6-Step Retirement Income Planning Guide with tips like:

How to maintain a diversified investment portfolio during retirement

The different sources of retirement income you may be entitled to (some you may not even be aware of)

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