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Business Transition Planning

Be ready for the next stage.

When your business feels like part of your family, you want to know that it’s going to be taken care of when you’re ready for the next stage of your life.

The experts at BerganKDV Wealth Management, LLC understand that preparing a succession plan while you’re still actively involved with the business allows you to control the future disposition and management of the business. It also ensures the business will provide for the future financial needs of you and your family, and help support the productive life of your business for generations to come.

Naturally, the business transition planning process involves many components – from financial and estate planning to ownership transition planning and family dynamics.

At BerganKDV Wealth Management, LLC we help clients coordinate each component through the wide range of resources and experts we are able to provide.