Business Transitions

Lions Bridge Financial will work with you, your attorney, tax consultant and a team we can put together for you to plan for your eventual exit from your firm, which can take many forms:

• An outright sale to someone outside your firm
• A sale to a current employee or partner
• A partial sale with some ownership retained
• Passing on the business to family after death
• Retirement

Lions Bridge Financial work as a team to construct a strategy to ready you for the eventual transition of your company. Our team works closely with your tax advisor, banker, attorney and others to help you prepare for the sale of your company or transition and if appropriate, point you to firms that can assist in finding prospective buyers who will market your company in a way that they’ll find attractive. (These services not provided by LPL Financial and not endorsed by LPL Financial).

Lions Bridge Financial partners with you and your business every step of the way from initial planning through final transition.

Business Services

• Business Transitions
• Corporate Cash Management
• Company 529 Plans
• Employee Education
• Estate Planning
• Life Insurance
• Long Term Care  
• Key Executive Planning
• Retirement Plans
• Wealth Protection

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