Plan a transition that's good for you and your business.
Have you thought about what to do with your company should you decide to step out of a leadership role or retire completely? To help your business after you're no longer at the helm, start with a solid business succession plan.
Even if you plan to simply sell and move on, it's important to consider your options and your post-retirement financial needs.
Start planning well in advance.
Too often, inadequate planning and procrastination are the reasons why businesses fail. To provide for the continuity of your business after it's under new ownership, you'll want to plan early. Getting started without assistance can be daunting, but waiting may have a significant price. M&T Securities can help.
M&T Securities works with Financial Planners from Wilmington Trust to take an objective approach to creating a tailored roadmap. Wilmington Trust, as part of the M&T family of companies, provides wealth and investment management services to individuals, businesses and families looking to grow, preserve and transfer wealth.
Get clear and objective professional guidance.
We recognize that your business is not static, so in collaboration with experienced Financial Planners from Wilmington Trust, we will work with you over time to suggest adjustments to your business succession plan as necessary.
Assessment. Wilmington Trust's Financial Planners will evaluate your current personal financial situation and the needs of your business as well as identify your priorities and goals
Recommendations. They then develop a comprehensive financial plan that includes specific recommendations tailored to your personal and professional needs
Planning. Together with Wilmington Trust's Financial Planners, M&T Securities is available to review strategies for the implementation of a sale or succession agreement, as well as other planning techniques that may apply to your situationDIS-394-DIS