Business Succession Planning: Preserve What You’ve Built

For business owners, succession planning is one of the most important — and often overlooked — steps in financial planning. A clear exit strategy protects your company, your family, and your wealth.

At Fridal Financial, we help business owners design tax-efficient transitions that align with their personal goals and timelines.

Key Elements of a Succession Plan

• Valuation and exit timing

• Shareholder agreements and continuity plans

• Tax-minimized transfer of ownership

• Integration with your personal retirement and estate plan

Learn More from MNP

This guide offers insight into building a plan that reflects what you want for your business — and for yourself:

Read the full article here: Succession Planning Basics – MNP

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