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Capistrano Insurance & Financial Services

Wealth Management and Insurance Services

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Established in "1994"

Family Succession Planning

Countless hours are spent on planning and establishing your Family run business. But have you considered what will happen to the business if something happens to the family member running the business?

Creating a structure for transferring a business from one owner to the next is called “Succession Planning”. This type of business planning brings together the critical players of your family run business; i.e., the owners, partners, key employees and the advisors. “Succession Planning” is also probably one of the last things on your mind, especially when you’re just starting out – but in fact is a very important factor in the continued success of your business.

· What if an owner becomes disabled?

· What if one of the partners retires?

· What if an owner wants to give the business to their children?

People never know what can happen, but they can be prepared for the unexpected. Succession planning begins with an examination of your business’ operational, financials as well as your personal issues. Capistrano Insurance & Financial Services agents know how to help ensure the smooth transfer of a business to its successors at retirement, death or disability.

How to Get Started?

Get started today by contacting a Capistrano Insurance & Financial Services agent to set up an appointment to review your business plan as well as your options for a smooth and safe “Family Succession Plan”.

Contact Us, for further information.

**Neither Capistrano Insurance & Financial Services nor any of its employees or agents 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.

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