Business Succession & Protection
Business succession planning is critical for business owners—especially in a family-run business or partnership. Advance planning helps you to manage what will happen to your business when you retire, or in the event of unexpected health challenges, divorce, or death. It can help eliminate conflict among family members and business partners, provide the funding and assets for a smooth transition, and give your customers confidence during the transition.
Our team of knowledgeable financial professionals assists in the design of buy-sell agreements and provides the financial products necessary to fund the plan, helping to ensure the seamless transition of your business to successors. We will work closely with your attorney or legal team, as well as your accountant and business appraiser, to develop the right plan for your business.
- Buy-Sell Life Insurance Funding
- Buy-Sell Disability Income Insurance
- Key Person Life or Disability Income Insurance
- Business Overhead Protection
Talk to us today to learn more about how we can help protect the future of your business.
Kish Bank is pleased to provide its customers with access to a wide range of personal financial planning services, investments and insurance products. Kish Bank and Kish Insurance hold insurance licenses through which we offer a range of group insurance products. Additionally, through a strategic alliance relationship with MML Investors Services, LLC, a registered broker/dealer and Member of FINRA, qualified registered representatives of MML Investors Services, LLC are available at Kish Bank to offer securities, investment advisory and financial planning services. Services offered through registered representatives of MML Investors Services, LLC, including investments and advisory services, are not FDIC insured or bank products.
Securities, investment advisory and financial planning services offered through qualified Registered Representatives of MML Investors Services, LLC, Member SIPC. 5001 Louise Drive, Suite 300, Mechanicsburg, PA 17055. 717-791-3300. Kish Bank and Kish Financial Solutions are not subsidiaries or affiliates of MML Investors Services, LLC or its affiliated companies. Insurance and securities products and services are:
- NOT A BANK DEPOSIT
- NOT FDIC INSURED
- NOT INSURED BY A FEDERAL GOVERNMENT AGENCY
- NOT GUARANTEED BY THE BANK
- MAY GO DOWN IN VALUE
Check the background of MML Investors Services, LLC on FINRA’s BrokerCheck.
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