Stonebridge Financial Group Business Succession Header
Stonebridge Financial Group Business Succession Header

Whether the company is privately held, family-owned, or publicly traded - Stonebridge Financial works with an organization to present a wide range of tactics to help ensure a smooth transition of interests.

Business owners should have a qualified and experienced financial professional to assist them in their business succession planning. To secure the legacy of a business, the first step is to build a sound strategy.

Stonebridge begins with a comprehensive financial and estate plannng strategy. Once completed, an implementation strategy is developed to help the business owner and all of the individuals involved. Whether the company is privately held, family-owned, or publicly traded - Stonebridge Financial works directly with an organization’s accountants and attorneys to present a wide range of tactics to help ensure a smooth transition of interests:

  • Outright gift
  • Estate discounting mechanisms
  • Installment sale
  • Grantor retained annuity trusts
  • Private annuities
  • Self-canceling installment notes
  • Buy-Sell Agreements
  • Key person Insurance
  • ESOP