The future of your business is important and requires a great deal of time preparation and professional guidance. Our Business Owner Legacy Program can help clients achieve a smooth transition between the current and future owners of their business, effect orderly transfers, create Buy-Sell Agreements, and more.


As a business owner, your mind is occupied by the everyday tasks needed to keep your business running efficiently. Let us help you plan for the future with a streamlined, professional program.


The key benefits you will enjoy include:


• Transitions between business owners that allow you to turn the business interest into needed cash (liquidity needs, retirement income, survivor income, estate settlement costs, etc.)

• Orderly transfers to the next generation or a key employee

• Business partnership succession plans, including when a partner exits the business or wants to sell their ownership

• Buy-Sell Agreements, or written plans that can help maintain stability and lessen the

interruption in business operations

• Both qualified and non-qualified retirement plans for business owners to fund their

retirement income, survivor income, or estate settlement costs.

• Business valuation


Our program allows you to both plan for the succession of your business and leverage business dollars to fund personal benefits.

Coromar Business Strategies is a subsidiary of Coromar Group of Companies. Copyright 2017 Coromar Marketing. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.