S1-E11: Succession Planning

It is estimated that almost 50 percent of companies have no plan for if the primary business owner and operator steps away from the business.  Business owners should have a plan for when they retire, move on to other ventures, or pass away unexpectedly.  These plans are extremely important to ensure that the business can continue, be passed on to someone else, or possibly sold.  Protect the economic value of your small business by planning.  Jason shares tips to accomplish the important steps needed to develop a business succession plan that works for everyone.

Jason Hallmark 

©2025 Jason Hallmark Wealth Planning, all rights reserved.

Hosted by Jason Hallmark

For more information go to:

http://www.HallmarkWealthPlanning.com

©2025 Jason Hallmark Wealth Planning

 

Produced by GLD Communications 

For more information go to www.gldcommunications.com

Disclaimer:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.