Business Succession Planning

Merriken Financial Group, Inc. prides itself on the long-standing relationships we have built with business owners. Consider the following questions:

• Who do I want to own my business at my retirement? Or worse, if I am disabled or die?
• What is my Exit Strategy?
• Do I have a written plan? Is it funded?
• How do I get the best value out?
• How do I attract, retain and compensate key personnel?
• How do I protect my business’ profitability if a key person leaves or gets hired away?

We work closely with your CPA, Attorney and other advisors to be sure all the bases are covered.