Business Succession

Business ownership brings its own set of responsibilities. Changing your current business structure or successfully transferring your business before you retire requires careful preparation. Since many clients are faced with intangibles such as personal emotions, family relationships, and business associations, the objectivity of an experienced professional can facilitate the process. An extensive business succession strategies can help you address your specific needs such as:

  • Growing your business

  • Protecting your assets

  • Ensuring the continuation and succession of your business

  • Tax advantaged strategies*

  • Retaining, and rewarding your key employees

  • Potentially Maximizing your compensation benefits

  • Providing for estate funding strategies

To learn more about how your bussiness can benefit from succession planning, please contact our office.

Disclosure

Chaim Neuman is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0I55122), CO, CT, FL, GA, MD, NJ, NY, PA, and TX. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Chaim Neuman is licensed and authorized to offer insurance in California, but FNR FINANCIAL STRATEGIES, INC. may not be. For additional information on California licensure status, please click here.

Chaim Neuman is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 3909 13th Ave Ste 200, Brooklyn, NY, 11218, 347-410-8145. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, NJ, NY, PA, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Chaim Neuman is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CO, CT, FL, NJ, NY, and PA. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

FNR FINANCIAL STRATEGIES, INC. is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither FNR FINANCIAL STRATEGIES, INC. nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

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