Do you know what's going to happen to your business in the future?

Some day you'll want to-or be forced to-leave your business. Death, disability or the desire to retire overtakes everyone eventually. How can you make sure the transition goes smoothly? Through succession planning.

At Envision, we can:

• Determine the value of your business
• Provide advice on transferring your business to a family member or third party
• Offer retirement planning assistance
• Provide advice on various estate freeze options to maintain control during retirement
• Develop a plan to minimize tax liabilities associated with ownership transfer
• Review your will and estate plan
• Manage your investment portfolio to maximize after-tax retirement income

For more information on succession planning services, contact your local branch.

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