Your business didn’t become successful overnight. It took a great deal of focus, hard work, and determination. The same holds true for a successful transition. It’s something you’ll want to actively and thoughtfully shape for yourself, your family, and the continued viability of the business. It should never be rushed.
Monetizing ownership in your business may be the most transformative financial event of your career. You can’t afford to put off planning for it—and you don’t have to go it alone. Your Truist Wealth advisor can help.