Succession and Transition

The transition of a business is often a pivotal and exciting event for any company. Your business may transfer into the hands of a loved one who is eager to carry on the family tradition, a dedicated employee who has shown exceptional promise and leadership, or it may merge with another company to rebrand itself as an entirely new entity. Regardless of how the transition looks, it’s a milestone that needs careful planning and seamless execution.

BEGIN A CONVERSATION

Partner with Faithward Advisors, and let us help you. We have the experience and the strategies to equip your company – and you – to navigate this change. We will help you ensure the legacy and financial security of your business.

Financial Services

© 2024 Faithward Advisors, LLC | All Rights Reserved | Privacy Policy

Faithward Advisors, LLC is a Registered Investment Advisor

Download CRS Form

 

Securities offered through American Portfolios Financial Services, Inc. of Holbrook, New York, 631.439.4600,(APFS), member FINRA, SIPC.  Faithward Advisors is not owned or operated by APFS. Faithward Advisors is an SEC Registered Investment Advisor. Faithward Advisors is not affiliated with APFS. Dream More, Plan More, Do More is a registered trademark of Faithward Advisors, LLC, Reg. U.S. Pat. & Tm. Off.