Succession Planning for Small Employers

When you start a business, it is good to think about your exit plan when it is time to move on to future endeavors. Retirement doesn't also mean you have to shut your doors and close your business down. Whether you plan to exit your business in three years or 30, having a succession plan in place for your business is essential.

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This tip sheet is intended for:

  • Founders interested in long-term estate and small business planning

  • Operations leaders responsible for contingency planning and insurance plans

Use this tip sheet to:

  • Start your succession plan strategy

  • Clarify your exit plan, whether it's a legacy business or retirement nest egg