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What Business Owners Need to Know to Pass the Mantle

Building a successful business can take a lifetime and, for many business owners, their ultimate fulfillment is in creating a legacy that will keep their vision alive in perpetuity. However, as many business owners painfully learn, building a business is vastly different than building the foundation needed to successfully transition the business to new owners while avoiding many of the financial, legal and personal mistakes that can lead to an undesirable or costly outcome.

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Securities offered through registered representatives of Lincoln Financial Securities Corporation, Member FINRA SIPC to residents of FL, MD, MI, NC, NY, PA, SC and VA. Advisory services offered through representatives of Lincoln Financial Securities Corporation to residents of NC and VA. In NY, insurance may be offered through LFS Marketing & Insurance Agency Corporation. Some life insurance and annuity policies involve exclusions or limitations. For costs and complete details of coverage, contact your agent. Lincoln Financial Securities Corporation is not affiliated with Gentry Financial Services.


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