Perspectives

Business Succession Planning: Are You Prepared?

3 Minute Read

Jayne Hartley, Directory, Private Wealth Advisor at Union Bank, discusses business succession planning.

44% of business owners do not have a succession plan in place

Business owners spend everyday putting out fires, attending to the crisis of the moment while trying to work on long-range planning. When you have to layer in thinking and working on a business transition plan, it’s difficult and takes a lot of time.  Surround yourself with the right people to help you make the right decisions and learn what the options are by watching the video below.

 

Topic: Jayne Hartley, Director, Private Wealth Advisor - Business Succession Planning: Are You Prepared? Union Bank Private Bank - September 6, 2018.

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Wills, trusts, foundations and wealth-planning strategies have legal, tax, accounting and other implications. Clients should consult a legal or tax advisor.