Business succession planning
Effective business succession planning can be critical for the long-term success of a family business.
After working many years to grow a business, many owners wish to exit the business and transfer the reigns to other family members. In such situations effective business succession planning is critical for the long-term success of a family business. Some key points to consider when planning for business succession are listed in the piece.
Please note: The complete publication, including important information and disclosures, can be downloaded via the link below.
Browse additional articles available from UBS Advanced Planning on topics of interest to ultra high net worth clients and their families.
Purpose of this material.
The information on this page and in the attached document is provided for informational and educational purposes only. It should be used solely for the purposes of discussion with your UBS Financial Advisor and your independent consideration. UBS does not intend this to be fiduciary or best interest investment advice or a recommendation that you take a particular course of action.
No tax or legal advice.
UBS Financial Services Inc., its affiliates and its employees do not provide tax or legal advice. You should consult with your personal tax and/or legal advisors regarding your particular situation.
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