Wealth Advisory Solutions for Business Owners - Business Exit/Succession Planning
Home
>
Wealth Advisory
>
Solutions
>
Business Owners
>
Business Exit/Succession Planning

Business Exit/Succession Planning

Whether you're planning to sell your business or pass it on to your family for continuation, our transition advice helps you ensure a successful retirement. First, we conduct a business structure assessment, retirement/income needs assessment, and an analysis of your estate and wealth transfer plan. Then, we'll implement a succession plan that best meets your specific circumstances.

First, it's important to consider several important questions:

  • Should you sell the business outright for a lump sum?
  • Should you sell only a portion of the company and draw an income from your remaining interest?
  • If the company is a partnership, how will that relationship affect succession, retirement, and estate planning?

Our experts can help you develop a solid succession plan that defines the role that your company will play in your retirement and estate plan. We can assist in identifying successor candidates, structuring and funding a buy/sell agreement, selecting appropriate discounting strategies, and others.

Speak to an expert
Help  |  Site Map  |  Privacy / Security  |  Terms of Use  |  Careers  |  Wilmington Trust Investment Advisors  |  Wilmington Funds  |  WTRIS  |  M&T Bank  |  Press Releases  |  Login

Need help, visit our Contact Us page.

© 2014 Wilmington Trust Corporation and its affiliates. All rights reserved.

Wilmington Trust is a registered service mark. Wilmington Trust Corporation is a wholly owned subsidiary of M&T Bank Corporation (M&T). Investment management and fiduciary services are provided by Wilmington Trust Company, operating in Delaware only, Wilmington Trust, N.A., a national bank, and M&T Bank. International corporate and institutional services are offered through Wilmington Trust Corporation's international affiliates. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank.

Wilmington Trust Investment Advisors, Inc., a subsidiary of M&T Bank, is a SEC-registered investment adviser providing investment management services to Wilmington Trust and M&T Bank's affiliates and clients.

 Investment and Insurance Products:
  • Are NOT Deposits.  • Are NOT FDIC-Insured.  • Are NOT Insured By Any Federal Government Agency.  • Have NO Bank Guarantee.  • May Go Down In Value.  

Brokerage services and insurance products are offered by M&T Securities, Inc. (member FINRA/SIPC), not by M&T Bank, Wilmington Trust Company, or Wilmington Trust, N.A.

Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services.

M&T Bank, Member FDIC and Equal Housing Lender NMLS #381076 Equal Housing Lender