Business Transition

Transition Your Business With Confidence

Show Transcript

Careful planning has led your business to where it is today. So transitioning your business to new ownership should take just as much consideration. But your transition plan is more than a business plan; it’s also a wealth management plan for yourself and your family.

Have your plan in place   

See how David Smith partnered with SunTrust to make sure his plan fit his business and his lifestyle

1 “Busting the four myths of business transition planning,” 2017, Wilmington Trust

2 “Study Shows Why Many Business Owners Can't Sell When They Want To,” 2017, Forbes

3 “Why Business Owners Delay Exit Planning,” 2017, Business Enterprise Institute

4 “2013 State of Owner Readiness Survey,” 2013, Northeast Ohio Chapter of the Exit Planning Institute

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