Category: Succession Planning

An image of a succession planning meeting where they are discussing Employee Ownership Trusts (EOT)

Is Employee Ownership Trust (EOT) a Viable Option For Business Succession Planning?

An image of two elderly business owners in Burlington speaking with their business adviser about ESOPs.

Things Small Business Owners Should Consider Before Setting Up ESOPs

October 4, 2023

A small business owner who has just set up the family trust.

4 Ways Small Business Owners Can Benefit from a Family Trust

December 1, 2022

An image of father and his son at the office reviewing their succession plan for the family business

Keep Your Family Business In the Family: Strategic Succession Planning