Business Succession Planning
At People’s United Bank, we offer financial planning that ensures the various components of our clients’ financial lives all complement one another. We help our business clients ensure that their personal finances work in concert with the financial picture of their business. We can help coordinate the eventual transfer of their business with their personal estate plan. We work with clients’ other advisors to create buy-sell agreements and transition strategies. If needed, we present options such as insurance and investments that can ensure a successful business transfer.
To learn more, contact a Business Banking expert in your region.