Investing Succession Planning


Whether you're looking to pass your business on when you retire, or protect your business if a key partner leaves or passes away, we can help you be prepared.  We'll help you address some key questions.  Do you know what your business is worth?  Who will run it if you're not there?  Do you have a buy-sell agreement or if you sell, how will you replace your income?  We approach these questions with a focus on you and your goals.

Are you ready to talk about your succession plan?
Just call us at 508-315-5096 or schedule a private appointment with an advisor to learn more.

​This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Investors should consult with a tax or legal professional regarding their individual situation.

Strictly intended for individuals in: CT, FL, MA, MD, ME, NC, NH, RI, TX, VT. No offers may be made or accepted from any resident outside these states due to various state and registration requirements regarding investment products and services.


Not FDIC Insured

Not Bank Guaranteed

May Lose Value

Not Guaranteed by any Government Agency

Not a Bank Deposit

The financial advisors of Middlesex Financial Group offer securities and advisory services through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser.

Middlesex Financial Group is not a registered broker-dealer or Registered Investment Adviser. Middlesex Financial Group and Commonwealth are separate and unaffiliated entities. Fixed insurance products and services offered by Middlesex Financial Group are separate and unrelated to Commonwealth Financial Network.