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

Latest Resources

Latest Resources

DISCLOSURES
Gregory Trost is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA / SIPC. CA & NM Insurance License: #7139911

Jim Watson is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA / SIPC. CA Insurance License #0N04559

Trost Financial puts our clients’ interests before our own, seeking the best prices and terms, and acting in good faith to provide all relevant facts to our clients.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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