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Foundations Financial Partners

Foundations Financial Partners

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Business Succession

Preserving a lifetime of hard work in an owner’s business and passing it along to the next generation is a difficult process. Studies show that over half of businesses fail as they move from the first to the second generation of owners. This is because many business owners neglect to prepare for the eventual transfer of their business.

There is a direct correlation between a business owner’s personal financial preparation and the successful transition of their business (often their most valuable asset). The extent to which these complex issues are integrated heavily influences the likelihood of success. Building wealth outside of a family business is critical to any business succession strategy.

Business Succession Strategies

  • Properly Structured and Funded Buy-Sell Agreements
  • Management Succession and Retention of Key Employees
  • Ownership Transfers
  • Access to Business Valuation Services

 

"The best time to plant a tree was 20 years ago. The second best time is now."   

 -Chinese Proverb

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  •   515 N. Main Street , Doylestown, Pennsylvania 18901
  •   (215) 230-8640
  •   contact@foundationsfinancial.com

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Foundation Financial Partners is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Foundation Financial Partners are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Foundation Financial Partners are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 3045479 DOFU 6/2020

Foundations Financial Partners, 515 North Main Street , Doylestown, PA 18901 (215) 230-8640

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