Wealth Accumulation at IAG Wealth Partners Waukesha WI

If succession planning is on your mind, IAG Wealth Partners can be your partner in guiding you through the succession planning process and beyond. Our advisors along with your CPA and attorney will help answer these important questions:

  • Who should continue the family business?
  • What will the tax liabilities be when I sell my business?
  • How do I properly structure the sale for a smooth transition?
  • What should I be doing now to maximize the value of the business?
  • What will my cash flow look like when I retire from my business?
  • Am I ready to walk away?
  • How can business proceeds be structured to last my lifetime?

Whether succession planning for your business is a short- or long-term goal, IAG can help. Talk to one of our experienced advisors to find out how.