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Business Succession Planning

If you own a business, what plans have you made to retire from the business? Who will buy it? Worse yet, what would happen to your business share if you passed away? Business succession planning involves passing your business interest to a successor during your lifetime and/or making sure your heirs will receive without hassle free at the value of your interest if you die young. We consider taxes and minimize or eliminate tax as much as possible. We identify the opportunities available to business owners who are concerned about their business interest at death or retirement.




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Insurance products and financial planning services are offered through Stewart, Fisher & Associates Inc.
Mutual funds are offered through Quadrus Investment Services Ltd.