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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 Financial Advisors, 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.

Proven 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
  • Buyout Insurance Servicing
  • 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 Advisors. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA and SIPC. www.lincolninvestment.com. KAF Financial Advisors, 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.

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