Business Continuity Planning
Tomorrow will be here before you can say, "Succession Plan."
Business owners who want to preserve assets for future generations, minimize taxes and fairly compensate key executives can rely on SilverStone Group to develop a plan for the orderly succession of their businesses. This requires dealing with many complex issues.
- How do you resolve conflicts that may arise between family members who are active in the business and those who are not?
- How do you select the most qualified candidates to lead your business?
- Will the necessary liquidity be there in case of a buyout of a partner's share?
- What effect would the death or disability of a key employee have on revenues?
- How do you get maximum performance out of your management team?
SilverStone Group can help you formulate a business continuation plan to address these issues using proven tools such as buy-sell agreements, key-person insurance and disability income insurance.
Exit Planning
Every business owner will leave his or her business at some point. Experts predict that of the over 22,000,000 privately-owned businesses in the U.S. today, 40 percent of owners will exit within five years, and the trend will continue as more and more Baby Boomers reach retirement age. Many business owners have no formal exit plan in place, leaving the potential for confusion and disorganization on the part of both employees and family members. The most distressing consequence of this lack of planning may be total dissolution of the business. SilverStone Group and Business Enterprise Institute, Inc. have joined forces to create a 7-stage process that helps clients plan for the successful transfer of business ownership. Planning an exit strategy is the most important step you can take -- for you, your family and your business. 
Securities and Investment Advisory Services Offered through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. SilverStone Group is independently owned and operated.