Making the decision to sell your own business is one of the most important decisions you’ll ever make.
According to the Exit Planning Institute’s State of Owner Readiness Survey, however, only 49% of owners have done no succession planning at all.
Trost Financial helps business owners navigate the financial complexities of business ownership through to retirement. Our team is here to assist you throughout each step of the succession process. We work in tandem with your attorneys, accountants, and other representatives to ensure that you transition seamlessly across our five essential steps of business succession planning.