As a business owner, having a succession plan in place helps ensure that you can retire someday, and if something unexpected happens to you before then, your business will continue to operate and your legacy will be preserved. Whether you choose to pass the business to partners, family members, or a select group of employees, we can help you discuss the different ramifications and put insurance policies in place which can help ensure the transition goes smoothly and that the liquidity is there to help finance your wishes. For instance, after meeting and putting together a strategy for you for business succession, you may choose to execute cross-purchase or buy-sell agreements.
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Succession Planning
Succession planning can help you retain trusted executives or employees that you would like to have run the business someday, while giving you a solid path to retirement. Knowing that you will have retirement funds and can pursue other personal activities after you exit can give you the focus and peace of mind you need. Knowing who will run things later on helps ensure that you get them involved in important decisions early, that you impart your values and company vision thoroughly, and that you help train them well for the roles they will ultimately fill. If you want your business to go on after you exit, creating a succession plan may be exactly what you need to do.
Let’s discuss Succession Planning.
Even if you are inundated with day-to-day ongoing responsibilities, allow us to save you time by letting our team do the research on your behalf. We have the expertise, experience, and capacity to provide this guidance to you.
Here’s the Best Part:
Our process of helping you plan for Business Succession is Complimentary.
About Chad Albano
Chad Albano is an Executive Director and part of the Advisory Board of Global View Capital Advisors. He is a Fiduciary Planner who believes in empowering clients by providing them with education, whether it’s advising individuals and families or executive teams at companies.
In his role at Global View, Chad has 3 main areas of focus: Planning for Baby Boomers and pre-retirees, helping companies improve their 401(k) plans and protecting plan sponsors from fiduciary liability, and working with business owners and management teams fill the gaps in their succession plans, key person protection, employee retention and incentive plans.
Prior to his current role, Chad had over 10 years’ experience in various roles within corporate finance and accounting, ranging from tax, financial reporting and planning, distribution, and manufacturing, so he understands the demands on business executives and owners. Chad holds a Bachelor of Business Administration degree in accounting from the University of Wisconsin – Whitewater and passed the Uniform CPA Exam in 1999.
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Global View Capital Advisors
N14W23833 Stone Ridge Drive, Ste 350
Waukesha, WI 53188
Call Us: (262) 230-1095
Fax: (262) 650-1085
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DISCLOSURE
Global View Capital Management (GVCM) is an affiliate of Global View Capital Advisors (GVCA). GVCM is a SEC Registered Investment Advisory firm headquartered at N14W23833 Stone Ridge Drive, Suite 350, Waukesha, WI 53188-1126. 262.650.1030. Registration as an Investment Advisor does not imply a certain level of skill or training. Chadwick B. Albano is an Investment Adviser Representative (“Adviser”) with GVCM.
Global View Capital Insurance Services (GVCI) is an affiliate of Global View Capital Advisors (GVCA). GVCI services offered through Experior Financial Group, ASH Brokerage, and/or PKS Financial. GVCI is headquartered at N14W23833 Stone Ridge Drive, Suite 350, Waukesha, WI 53188-1126. 262-650-1030. Chadwick B. Albano is an Insurance Agent of GVCI.
The content on this site is developed from sources believed to be providing accurate information. It has been designed for informational purposes only and neither constitutes an offer to buy or sell nor a solicitation of an offer to buy or sell any security which may be referenced on this website. GVCM does not intend to provide investment advice through this site and does not represent that the securities or services discussed are suitable to any investor. 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. Investing involves risk and possible loss of principal capital. Past performance is no guarantee of future returns. No advice may be given by Global View Capital Management or Global View Capital Advisors unless an investment advisory agreement is in place.
Additional information can be found at: www.adviserinfo.sec.gov.
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