Business Succession & Protection
Business succession planning is critical for business owners—especially in a family-run business or partnership. Advance planning helps you to manage what will happen to your business when you retire, or in the event of unexpected health challenges, divorce, or death. It can help eliminate conflict among family members and business partners, provide the funding and assets for a smooth transition, and give your customers confidence during the transition.
Our team of knowledgeable financial professionals assists in the design of buy-sell agreements and provides the financial products necessary to fund the plan, helping to ensure the seamless transition of your business to successors. We will work closely with your attorney or legal team, as well as your accountant and business appraiser, to develop the right succession plan for your business.
- Buy-Sell Life Insurance Funding
- Buy-Sell Disability Income Insurance
- Key Person Life or Disability Income Insurance
- Business Overhead Protection
Talk to us today to learn more about how we can help protect the future of your business.
Disclosure
Not a bank obligation. Not FDIC insured. Not insured by any federal government agency. Not guaranteed by any bank. May go down in value.
Kish Bank receives compensation from MML Investors Services (MMLIS) and its affiliates for referring clients to MMLIS and its representatives. MMLIS’s affiliates include Massachusetts Mutual Life Insurance Company (MassMutual), MML Bay State Life Insurance Company (MML Bay State), C.M. Life Insurance Company (CM Life) and MML Insurance Agency, LLC (MMLIA). As a result, Kish Bank has an incentive to refer clients to MMLIS and its representatives.
For the products and services offered through MMLIS, Kish Bank with 82.5% of the dealer concessions, commissions and advisory fees received by MMLIS. For products offered through MMLIA, Kish Bank will receive a percentage (which will be determined at the time of purchase) of the compensation paid to the MMLIS representative. For all products offered by MassMutual, MML Bay State and CM Life, Kish Bank will receive a percentage (which will be determined at the time of purchase) of the compensation paid to the MMLIS representative.
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Securities, investment advisory and financial planning services offered through qualified Registered Representatives of MML Investors Services, LLC, Member SIPC. 100 Sterling Parkway, Suite 307, Mechanicsburg, PA 17050. 717-791-3300. Kish Bank and Kish Financial Solutions are not subsidiaries or affiliates of MML Investors Services, LLC or its affiliated companies. Kish Bank is not a subsidiary or affiliate of MML Investors Services and is not a current client. Local sales agencies are not subsidiaries of Massachusetts Mutual Life Insurance Company (MassMutual, Springfield, MA 01111) or its affiliated companies.
Check the background of MML Investors Services, LLC on FINRA’s BrokerCheck.
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