Business Succession Planning
You’ve spent your life growing and nurturing your business. Don’t you want to be sure it survives for generations to come? Succession planning can reduce estate and gift tax consequences, protect your business against potential losses, and help facilitate a seamless transition when the time comes for transfer of ownership and management.
We’ll help you determine the transfer option - whether selling or gifting – that can help you achieve your financial goals.
Please note that it is important to consult with your tax advisor regarding specific tax concerns.
Lakeland Financial Services is a division of Lakeland Bank.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Lakeland Bank and Lakeland Financial Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
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