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Business Succession Planning

Every business owner wonders what will become of their business if they choose to move on or retire. Lowell Five’s Banking Team and KAF Wealth Management, LLC,* can help you with Business Succession Planning.

Transition Strategies

KAF will work with you to model your business’s needs before determining what might be the best transition strategy, be it selling the business or transition to management by other family members or partners. They can review existing buyout agreements, as well as help you determine the right timing for your needs, whether that’s the near future or further down the road.

Keeping your business running

Transition planning also considers strategies for keeping your business running in other situations. For example, do you have buyout insurance or key person insurance in the event of the premature death or disability of a key owner, manager, or salesperson? Insurance can provide a key financial cushion for your business in a sudden transition.

To learn more about business succession planning and other services including Investment Management Services or a Comprehensive Estate Planning review, contact Lowell Five today.

Solutions for Business:

  • Retirement Plan Services for 401(k)s. SIMPLE IRA’s, and more
  • Comprehensive Estate Planning reviews
  • Business Succession Planning, including buyout agreement reviews
  • Investment Management Services
  • Financial Modeling
  • Employer-Sponsored 529 plans
  • Corporate Cash Management

*Check the background of these financial professionals on FINRA’s Broker Check.

The products offered: (i) are not FDIC insured; (ii) not deposits or obligations of Lowell Five Bank or its affiliates; (iii) not guaranteed by Lowell Five Bank or its affiliates; (iv) not insured by any federal government agency; (v) may go down in value.

Lincoln Investment and Lowell Five Bank are not affiliated. Advisory services offered through Capital Analysts and Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA and SIPC. KAF Wealth Management, LLC and the above firms are independent and non-affiliated. Legal services associated with estate planning, tax or social security claiming are not offered through, nor supervised by, The Lincoln Investment Companies.

This site has been prepared solely for information purposes and is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. When you link to any of these websites provided here, you are leaving our website and assume total responsibility for your use of the sites you are visiting. We make no representation as to the completeness or accuracy of information provided at these sites, nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites.

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