Trost Financial lgog
Trost Financial lgog
Trost Financial lgog
Business Succession Planning2022-03-09T19:08:38+00:00

Business Succession Planning

Business Succession Planning

Looking to transition your business to the next phase?

Trost Financial can help you through the process. We specialize in helping business owners with strategies aimed at growing their business and creating a comfortable retirement.
Get started by booking a meeting with our team.

Looking to transition your business to the next phase?

Trost Financial can help you through the process. We specialize in helping business owners with strategies aimed at growing their business and creating a comfortable retirement.
Get started by booking a meeting with our team.

Trost Financial helps you answer common
questions related to your business.

How can I align goals with the person I’m transitioning my business to?

When is the best time to sell?

Who will take over my business?

Questions?

What are the taxable consequences of selling the business?

What will my role be within the business after it’s sold, if any?

Where can I look to find acquisition experts in the tax and legal field?

Trost Financial helps you answer common
questions related to your business.

How can I align goals with the person I’m transitioning my business to?

When is the best time to sell?

Who will take over my business?

Questions?

What are the taxable consequences of selling the business?

What will my role be within the business after it’s sold, if any?

Where can I look to find acquisition experts in the tax and legal field?

We help business owners with…

  • Buy/sell agreement
  • Key man insurance
  • Liquidity event
  • Tax planning and minimization strategies

We help business owners with…

  • Buy/sell agreement
  • Key man insurance
  • Liquidity event
  • Tax planning and minimization strategies

Book a Meeting with Our Team

Our Business Growth Consultants are ready to speak with you! Email or call today:

Contact Us

Book a Meeting with Our Team

Our Business Growth Consultants are ready to speak with you! Email or call today:

Contact Us

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