M&T Bank : Business Succession Planning
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Business Succession Planning

Inadequate planning and procrastination are too often the reasons why businesses fail. However, adequate succession planning can help ensure the continuity of a business. Getting started without assistance can be daunting, but waiting has a significant price. M&T Securities can help.

Business Facts
Did you know?

  • About 90% of U.S. businesses are family owned
  • However, only 30% of family-run companies today succeed into the second generation
  • An even smaller number, 15%, survive into the third generation*

Access Clear and Objective Advice from a Trained Financial Planner
To begin the business succession planning process, our financial planners will start by assessing your current situation and identifying your priorities and goals. We then develop a comprehensive financial plan that includes specific recommendations tailored to the needs of your business, including the transfer of your business to family members or others in a tax efficient manner. We can offer you strategies for the implementation of a succession agreement and other planning techniques that may apply to your situation.

We recognize that your business is not static, so we’ll work with you over time to make recommendations and adjustments to your business succession plan as necessary.

Contact Us
Learn more about business succession planning. Call M&T Securities at 1-800-724-7788 today to begin a conversation.

* U.S. Small Business Administration, Business Development Success Series, 2001

Investment and Insurance Products: • Are NOT Deposits • Are NOT FDIC-Insured • Are NOT Insured
By Any Federal Government Agency • Have NO Bank Guarantee • May Go Down In Value

Brokerage services and insurance products are offered by M&T Securities, Inc. (member FINRA/SIPC), not by M&T Bank.
M&T Securities, Inc. is licensed as an insurance agent and acts as agent for insurers. Insurance policies are obligations of the insurers that issue the policies. Insurance products may not be available in all states.

M&T does not provide tax advice in connection with wealth management, wealth administration and insurance products and services. You should consult with your own tax adviser concerning the tax aspects of a particular action or activity.

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