Expert business succession planning services
We provide a wide range of business succession planning services.
After devoting your life to building a successful business, you want to leave it in capable hands when you’re ready to move on. Setting up a smart business succession plan will ensure your business continues to run smoothly and capably under the leadership you’ve chosen, whether they are family members or not.
Why Your Business Needs a Succession Plan
Your actual exit from the company may be decades away, or in a matter of months; but whatever the timeline, we can ease your burden and kick-start the planning process. Our advisers will map out an exit strategy for retirement, including your eventual succession plan and tax burden. Our experienced advisers can guide you through a smooth and fair transition, working to limit your tax exposure in the process.
Benefits to Hiring a Business Succession Planner
Whether you’re contemplating a business growth strategy or an acquisition, our dedicated financial advisers can help. To grow your company and increase sales and profits, you’ll need an advanced plan that separates your company from the competition. Some common business growth strategies you might consider include market development or expansion, market penetration, product expansion and diversification. We’ll examine your business’s current status and help you navigate the process.
When our business succession team assists with an acquisition, we guide clients through risk analysis and market research into the desired acquisition and new markets. Together, we’ll execute the new business vision or acquisition while taking care of all the details.
Highly Experienced
Retirement planning, estates, taxes, & more
Expert team
Highly knowledgeable & professional
Passionate
A true passion for helping people
Leader in the market
Visionaries & industry leaders
Advisory services offered through REAP Financial Group, LLC, an SEC registered investment advisor (CRD No. 144560). REAP Financial Group, LLC’s Form ADV Part 2A and Form ADV Part 3 are available free of charge at https://adviserinfo.sec.gov/. Seattle Fiduciary Advisors is a trade name used exclusively for marketing purposes, is independently owned and operated, is not a registered investment advisor, and is not affiliated with REAP Financial Group, LLC. Insurance products are offered only by properly licensed individuals and are not offered through REAP Financial Group, LLC. The information and materials contained herein are presented for informational purposes only and should not be construed as personalized investment, tax, or legal advice. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or purchasing any insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss, including the risk of loss of principal, that clients should be prepared to bear. Insurance products are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, and early withdrawal fees which vary by issuer. You should consider the charges, risks, expenses, and investment objectives of any insurance products before entering a contract. This material includes links to independent, third-party websites that are not affiliated with or controlled by REAP Financial Group, LLC or Seattle Fiduciary Advisors. When you follow a link to one of these sites, neither REAP Financial Group, LLC nor Seattle Fiduciary Advisors warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these sites, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Any person or entity that relies on any information obtained from these sites does so at his or her own risk.
