Broker Check

Company Name - City, State

Corporate Services | Business Succession Planning

Keeping it all in the family.

The plethora of small businesses in the United States is the basis of capitalism and the American dream. Business owners have difficulty figuring out how to smoothly transition the company to family members or key employees.

At Certus, our advisors can collaborate with your attorney and CPA to craft a proper solution to pursue your objectives:

  • Buy-sell agreements
  • Estate discounting strategies
  • Outright gift
  • Grantor retained annuity trusts
  • Self-cancelling installment notes
  • Key person life insurance

To help enable your business to prosper now and for future generations, a strategic plan is important. We can help define your goals and implement a plan that seeks to achieve your objectives.