Business Succession Planning

Enhancing Financial Decision Making℠

You aren’t planning on working for the rest of your life — right?

 

Executive Strategy

If you’re like most business owners or executives, you’ve probably considered how you are going to exit your business. You may have thought of going public, selling, or retiring and handing over the keys to your family.

Whether your business is small or large, a business continuation plan should be a part of your overall business strategy. This type of planning covers planned exits as well as what would happen to your business due to an unplanned death or illness.

At Ascend Planning & Consulting, LLC, we are poised to help you develop strategies designed to fit into the vision you have for yourself, your company, and perhaps even your family legacy.

Planning your or your top staff’s exit is a big undertaking.

No matter how you exit — there are many implications on employees, your business structure, its assets, and your tax obligations. Along with your other professional advisors, we can help you develop the most appropriate plan for your unique circumstance. Contact us today to find out more.

Ascend Logo - White

Firm Headquarters

3141 Fairview Park Drive, Suite 250
Falls Church, VA  22042

P: 888-660-4300

E: info@ascendplanning.com

 

How Can We Help? 

Our highly-qualified consultants are ready to speak with you today. Just let us know how we can help and we’ll set up a time to chat. 

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Financial Professionals with Ascend Planning & Consulting, LLC (APC) offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an investment advisor registered with the SEC, and offer insurance and annuity products through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors, Equitable Network and Ascend Planning & Consulting do not offer tax or legal advice. Consult with your professional tax and legal advisors regarding your circumstances. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly qualified. The information in this website is not investment or securities advice and does not constitute an offer.

For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Ascend Planning & Consulting, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

PPG-4675725.1 (5/22) (Exp. 5/26)

© 2022, Ascend Planning & Consulting, LLC. All rights reserved.
Ascend Logo - White

Firm Headquarters

3141 Fairview Park Drive, Suite 250
Falls Church, VA  22042

P: 888-660-4300

E: info@ascendplanning.com

 

How Can We Help? 

Our highly-qualified consultants are ready to speak with you today. Just let us know how we can help and we’ll set up a time to chat. 

10 + 1 =

Financial Professionals with Ascend Planning & Consulting, LLC (APC) offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an investment advisor registered with the SEC, and offer insurance and annuity products through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors, Equitable Network and Ascend Planning & Consulting do not offer tax or legal advice. Consult with your professional tax and legal advisors regarding your circumstances. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly qualified. The information in this website is not investment or securities advice and does not constitute an offer.

For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Ascend Planning & Consulting, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

PPG-4675725.1 (5/22) (Exp. 5/26)

© 2022, Ascend Planning & Consulting, LLC. All rights reserved.