Business Succession

If you’re like most business owners, your business provides current income for you and your family; may someday be a source for your retirement income; and  eventually, may become a legacy for your children.  In reality, less than 30% survive to the second generation**.  With that reality, where does your business stand?

Whether protecting against the unexpected loss of a partner or key employees, rewarding and retaining your best people, or transitioning the business to a successor, our team of experts can help.  Come and join us for a conversation…

 

 

*We do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.

**Source thebalance.com (formerly ABOUT.COM)/Tips for Successful Family Business Succession Planning 2016

 

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Securities and investment advisory services offered solely by
Equity Services, Inc., Member FINRA/SIPC, 675 Third Avenue, 9th Floor New York, NY 10017, 212-986-0400.
Check the background of this firm on FINRA’s BrokerCheck.
Legatus Group, LLC and all other persons and entities are independent of Equity Services, Inc. unless noted. Registered Representatives of Equity Services, Inc. do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.

Joseph Yagar is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in the following states: CA,CO,CT,FL,MA,NC,NJ,NY,OR,PA,TX. Joseph Yagar is insurance licensed in the following states: CA,CO,CT,FL,MA,NC,NJ,NY,OR,PA,TX,VA. Check the background of this investment professional on FINRA’s BrokerCheck.

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