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Succession Planning for Business Owners

Succession Planning for Business Owners

by Brunelle Financial Planning Group Ltd. | Mar 4, 2025 | Blog, business owners, estate planning, Family, life insurance

  Succession Planning for Business Owners Business owners deal with a unique set of challenges. One of these challenges includes succession planning. A succession plan is the process of the transfer of ownership, management and interest of a business. When should...

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Mark Brunelle, CFP, CLU, CHS

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     All mutual fund products sold through Portfolio Strategies Corporation. Insurance products sold through Brunelle Financial Planning Group Ltd. Mutual funds and exempt market products are sold exclusively by Representatives who are licensed by provincial regulators and registered with Portfolio Strategies Corporation. Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund/exempt market product investments. Please read the Fund Fact or prospectus carefully before investing. Mutual fund and exempt market product investments are not guaranteed, their values change frequently, and their past performance may not be repeated.

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