Business Continuity and Succession Planning

Client Centered

As a business owner, likely the largest asset on your personal balance sheet is your business. But like many, you may struggle with how to place a proper value on what you have built and the timing of when to sell.

At Smith Brothers Financial,  our goal is to be your trusted partner who seeks to provide perspective, education, guidance and clarity on how to proactively prepare for your eventual business transition.  We believe that by designing a plan well in advance with your advisory team, we can create a structure that strives  to allow for the greatest potential financial gain upon the sale of your business.

We want to understand where you are both mentally and financially with respect to your business exit strategy.  Together, we will create a road map to support the financial future you envision while aiming to protect your business and your loved ones.

Planning for the transfer of your business shouldn’t be stressful. After all, you’ve worked hard to build your legacy. Now’s the time to enjoy the fruits of your labor.

A successful business transition doesn’t happen by accident. Failing to plan for this important transition can leave you vulnerable to risk and potential loss. When you strategize for succession, you maintain control over the outcome. Our team of succession planning specialists serve as fiduciaries to help you initiate and pursue a successful business transition that’s in your best interest.

Business Succession Planning

  • Employee Ownership
  • Family Transfer
  • Estate Plan Inclusion
  • Buy-Sell Agreements

Owner & Executive Compensation

  • Non-qualified Deferred Compensation
  • À la carte Plans

Risk Management Services

  • Buy/Sell Insurance
  • Owner Life Insurance
  • Key-Employee Strategies
  • Group Insurance Reviews

We understand the nuances of succession planning and are well-versed in what it takes to get you the outcome your decades of hard work deserve. Call Smith Brothers Financial today at (860) 430-3347 for a consultation.