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Business Succession Planning
Suncoast Trust Services offers business succession planning to help ensure your business has a smooth, seamless transfer of ownership — all while working to minimize gift and estate taxes and maintaining business continuity.
Develop a succession plan for your business.
Decide What Will Happen to Your Business
When developing a succession plan for your business, you must make many decisions. Should you sell your business or give it away? Should you structure your plan to go into effect during your lifetime or at your death? Should you transfer your ownership interest to family members, co-owners, employees or an outside party? Suncoast Trust Services can help you answer these questions and develop a concrete plan for business succession.
Meet Our Team
Our team can help you position your business to succeed today, tomorrow, and in the future. Contact us today for a consultation.
Suncoast Trust Services is a trade name used by Members Trust Company under license from Suncoast Credit Union. Trust services provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and Investment products are not federally insured, are not obligations of or guaranteed by the credit union or any affiliated entity, involve investment risks, including the possible loss of principal.
This is for informational purposes only and is not intended to provide legal or tax advice regarding your situation. For legal or tax advice, please consult your attorney and/or accountant.