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Succession Planning for Business Owners

Succession Planning for Business Owners

by Customplan Financial Advisors Inc. | May 31, 2025 | Blog, business owners, estate planning, Family, life insurance

Succession Planning for Business OwnersBusiness 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 a...

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At Customplan Financial Services Inc., we provide personalized financial planning to help you create the life you love.

Karl Krokosinski, EPC

FINANCIAL ADVISOR

Micheline Varas, BA, RHU, RFC, EPC, GBDS, CEA, CHS

RISK MITIGATION STRATEGIST

Bonita Jane Kee, CEA

INVESTMENT FUND AND INSURANCE ADVISOR

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(604) 669-6903

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Customplan Financial Advisors Inc.
1160-1090 W Georgia Street,
Vancouver, BC, V6E 3V7

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