Succession & Exit Planning
There will come a day when you will leave your business. Cora Capital Advisors works with you to develop a sound plan that will ensure your business passes successfully to its next owner.
Cora Capital’s financial professionals can work with you to clarify your goals, build your succession plan, manage your risk and adjust your plan, as needed.
Some strategies for business succession can take years to fund and implement, making it vital to begin planning now. As with all financial planning, the sooner you start thinking about how you want to transition your business, the sooner we can help you put in place the plan that will help get you there.