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BUSINESS SUCCESSION PLANNING

Do you desire your business to continue for generations to come? 

 

Are you planning on a sale to a key employee or family member to provide retirement income? 

 

Is managing the tax consequence of the transfer important to you?

 

Planning for closely held or family-owned businesses is what we do.  We help you think through what should happen to the business at the death, disability or retirement of an owner.

 

Our focus is on your goals, considering tax management strategies, and coordinating with your personal estate plan to make sure that control and value of the business is maintained.

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Financial plan recommendations can be implemented with the advisor of your choosing.

Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.  

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*Neither MML Investors Services, LLC nor any of its subsidiaries, employees or representatives are authorized to give legal or tax advice.  Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters.

© 2025 The Voss Group

 

Securities, investment advisory, and financial planning services offered by qualified Registered Representatives through MML Investors Services, Inc., Member SIPC (www.sipc.org). The Voss Group is not subsidiaries or affiliates of MML Investors Services, LLC, or its affiliated companies. 400 Meridian Centre, Ste 101, Rochester, NY 14618. (585) 241-5200 CRN202509-2836198 

 

We have individuals licensed to sell securities and insurance products in AZ, CA, CT, DE, FL, GA, IA, MA, MD, NC, NJ, NY, OH, OK, PA, SC, VT, WA. Elwyn Voss CA Insurance License #: 0F63769. Domicile in NY. 

 

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