Business Resources

Business Continuation Planning

You have worked very hard to build a business. If you want the business to continue after you retire or in the unfortunate and untimely event of a disability or death, what provisions have you made so that you or your family can capitalize on your life’s efforts. Our experts in this area will help you capture the value of what you have worked so hard to build.

Every successful business faces the issue of how to turn that business over to a new generation of managers. The existing owners and the business will face complex tax, legal, financial and personal questions. If not addressed properly, it could have devastating effects on both the old and new owners. Most businesses never pass the baton because of the lack of understanding about these issues.

EBNER Financial Group will use proven methods to help business owners make this transition smoothly. The right balance will be struck between the wants and needs of the current owners and the future owners. The continuity of the business is dependent on both parties making the right decisions. Financing and legal structure of the new entity must be coordinated with tax and estate planning issues as well as providing a secure income for the existing owners.

EBNER Financial Group has a team of experts with experience in business continuation planning. It is never too early in the life cycle of a business to address some continuation issues. You may have some advisors that you would like to involve and we can certainly work with them as well. We would like to develop a relationship with your business so that when the time is right to make the transition, we thoroughly understand your business and you are able to make a financially successful transition.