Broker Check

Succession Planning

Succession planning, while it’s hard to think about, is an important piece of the financial plan for your business. Who’s the right person to fill your shoes when it’s time to take a step back? What’s the timeline for the changing of the guards? Our advisors are here to support your business through its leadership transition.

The team at Willis & Machnik will help develop a strategic plan that addresses leadership changes, retirement funding, buy-sell agreements, estate planning, and more. Because having a plan for your business to succeed requires naming a successor to keep it going.

Contact us to learn more about our succession planning services.