Sunshine Financial | Life Insurance, Retirement, College Funding and Business Solutions
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BUSINESS

Business
​Key Employees
Employee Benefits
Financial Management
​Protect Your Business
​​Retirement Planning
​Succession Planning

Succession Planning

The death or disability of an owner is one of the greatest threats to a business. Not only can it severely impact the day-to-day operation of the business, but it can raise all sorts of business succession and estate tax problems – proper succession planning can help.
​
Succession planning affects everyone who has an interest in the business—business partners, family members, and key employees. It is critical that you have meaningful discussions about often overlooked issues, such as who the ideal successor should be, what is the value of the business, and what is the timetable for transition. No matter what event occurs, either expected or unexpected, we can help you develop a succession plan that can help ensure a smooth transition according to your vision for the business' future.

Consider a few of the following options:

Disability Income Insurance
​A disability Buy-Sell policy is a great way to help ensure the orderly succession of a multi-owner business in the event of a long-term disability.

Life Insurance
Business succession plans using life insurance can help ensure that your business is protected.

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Location

2500 N. Military Trail Ste 314
Boca Raton, FL 33431

Phone: 561-609-2251
info@sfsfinancial.org

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© 2021 Sunshine Financial Solutions of South Florida, Inc.
  • HOME
  • ABOUT US
    • About Us
    • Meet Our Team
    • Our Promise
    • Brokerage Services
  • MISSION STATEMENT
  • OUR SERVICES
    • Your Growing Family
    • Planning for Your Future
    • Plan Your Retirement
    • Business Owners
    • Retirees/Medicare Eligible
  • PLANNING
    • Life Insurance
    • College Planning
    • Retirement Planning
    • Build Wealth
    • Disability Income
    • Mortgage Protection
    • Small Business Valuation
    • Long Term Care
    • Final Expense
  • GROUP PLANS
  • BUSINESS
    • Business
    • Key Employees
    • Employee Benefits
    • Financial Management
    • Protect Your Business
    • Retirement Planning
    • Succession Planning
  • CAREERS
    • Careers
    • Careers Sampling
    • Careers Training
    • Internships
    • Producers
    • Join Our Team
  • RESOURCES
    • Articles
    • Market Watch
    • Newsletter
    • FAQs
  • OUR PARTNERS
  • CONTACT US
    • Contact Us
    • Request a Quote