Business succession planning

Secure the future of the business that you've worked so hard to build. An Everence financial professional will work with you and your legal and tax partners to craft a plan to smoothly transition ownership, no matter what happens down the road.

Mother and daughter at their small business


What's on the horizon for your business?

You want to ensure that your business succeeds into the future, even when you leave it. Each business is unique, so Everence works closely with you to develop a plan that's right for you so your family, successors or partners will be prepared to take over when you exit.

Fully prepared

We help you ensure your successors are ready to purchase your share, whether that be with cash or possibly from your estate.

Customize to enterprise

Your plan will be crafted to suit the practical ongoing needs of your business.

Valuable partners

We work with your other business, legal and tax advisors to cover all bases in achieving your goals.

Let's talk

Let's talk about the future of your business – and legacy you want to leave.

Email us

Or, give us a call

Organization Services  

(800) 494-6622

Special protection

One way to help fund the cost of an ownership transition is through life insurance – with a key person policy. Life insurance can fund a buy-sell agreement. If an owner would die, life insurance payment can pay for the purchase of shares.

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