Business Succession Planning

When working with McDowell Financial Group, the goal is to allow you to do what you do best: grow your business. We assist you in identifying and developing opportunities that can help preserve and enhance your company. From start to finish, our priority is in helping you enhance your executive benefits, assist with tax-advantaged strategies and ensure your business legacy.

Our business succession planning process focuses on the following areas:

Personal Planning

– Coordinating your personal financial strategies with your business strategies
– Leveraging business benefits to enhance personal well-being

Partners & Key Executives

– Retain key employees/executives through specific strategies
– Mitigate company hardship in the event of the loss of a key person

Succession Planning

– Design and implement a plan to transition your business to the next generation of ownership, on your terms
– Help ensure that you receive proper value from the business you have worked so hard to build

As economic, life, and industry changes occur, we often need to change and review our goals and needs. Even businesses that have planned carefully will benefit from reevaluating their benefit packages and succession plan on a regular basis.