As a business owner, you have invested your life building your business. Often a critical final step in securing your financial future is a successful transition of this business to its future owners.
We have the capabilities and resources to assist our client in identifying succession goals and potential resource gaps, along with facilitating resource planning and acquisition. We can simplify the process by working with the necessary professionals to develop a transition plan for your business and customizing a wealth management strategy for you and your family.
As an advocate on behalf of our client's interests, we utilize our expertise to evaluate succession options related to tax, legal and estate planning consequences. At Busey Wealth Management, our objective is to find solutions to transition your lifelong business investment into retirement security and ensure a legacy for future generations.
Investment Products and Services are:
Not FDIC Insured | May lose value | No bank guarantee