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Business Succession

You’ve worked hard. You’ve built a successful business. It’s provided an exceptional lifestyle for your family. It’s given you immense self-fulfillment and satisfaction. And it’s enabled you to benefit others through job creation and community involvement.

  • After everything you’ve sacrificed and invested into your business, who will you trust to take it over?
  • What would happen to your business if you become disabled?
  • What if something unexpectedly happened to you?

Family Leadership Succession

This is where being prepared is of utmost importance. Succession planning is also vital to the sustainability of your family’s wealth. It should be done early so that your family doesn’t have to worry. If a family member wishes to take the reins, preparation well in advance will make sure transition flows smoothly.

Succession planning is another area where more robust planning can be a vital risk management tool, enhancing the multi-generational longevity of your wealth. Froehlich Financial Group and American Executive Benefits provide the tools you need to secure the future of both your business and your family.

Financial Plans Retirement Income Estate Planning
Business Succession Taxes Insurance


Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc.(APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.

Securities offered through American Portfolios Financial Services, Inc. Member: FINRASIPC. Investment Advisory products/services are offered through American Portfolios Advisors, Inc., a SEC Registered Investment Advisor. Froehlich Financial Group, Ltd. and American Executive Benefits, Inc. are not affiliates of APA or APFS. Executive wealth management products/services are offered through Froehlich Financial Group, LTD. a registered investment advisor

This communication is strictly intended for individuals residing in the state(s) of CA, CO, CT, DE, FL, IL, MA, MD, MI, NC, NJ, NY, OK, PA, RI, SC, TX and VA. No offers may be made or accepted from any resident outside the specific states referenced.

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