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Executive Benefit & Succession Planning

Planning your succession and exit strategy is not without complications, personal considerations and angst. You can control your future on your terms: Alleviate the pressures and make clear-headed, fair decisions about your succession or exit that are not only right for you, but also right for the continuity of your business.

Succession needs may even arrive before your planned time horizon. Are you prepared in the event of an unexpected loss of a key executive? Your succession plan and exit strategy are important parts of Running Wealth Management Group holistic approach to your business and legacy planning. Running Wealth Management Group thoroughly investigates your needs as a CEO or company founder as well as your company’s needs for the future—asking the questions that allow you to make wise decisions.

The investigation translates into a workable individualized plan—one that helps calculate everything from short-term “what ifs” to long-term personal goals, and allows for liquidity.