BUSINESS OWNER PLANNING

BUSINESS OWNER PLANNING

A Plan For Your Business

Our business owner services allow you to focus on your greatest achievements without the distraction of less-than-critical business operations.

Our support can help enhance your personal return for creating wealth for your family and other owners within the business. This may include (but is not limited to):

  • Establishing the most tax-favorable business structure
  • Creating and funding an appropriate qualified company plan
  • Helping you navigate the valuation process
  • Incorporating one or more of the 18 strategies to transition businesses
  • Tailoring the perfect exit strategy and modeling your future journey

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

Lincoln Financial Advisors offers business owner succession planning and can provide access to third party resources to assist business owners in exit planning.

  • Estate Planning Estate Planning
  • Executive Planning Executive Planning
  • Investment Planning Investment Planning
  • Financial Planning Financial Planning