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Business Succession Planning

The future well-being of your business requires a solid succession plan – a plan that answers questions such as “How will I transition my business? Who will take over? What if I lost one of my key executives? Do I want to arrange to sell my business?” We will work with you and your tax and legal professionals to ensure that your business succession is a complete success when the time comes.

Our business succession planning, often provided in conjunction with Lincoln Financial’s Business Intelligence Institute, includes:

  • Exit strategies. You may want to sell your business to a third party, to a partner, to key employee(s) within your company, or to your employees as a whole through an Employee Stock Ownership Plan (ESOP). If your business is family owned, you may want to arrange for a family member to take over. We’ll help you make your intentions official so that your company, you, and your family are provided for.
  • Contingency planning. What would happen if you passed away prematurely or were disabled? We will oversee that the correct legal and financial protections are in place to keep your business running, including a buy/sell analysis.
  • Key employee considerations. We will review what is necessary to ensure the continued well-being of your employees, i.e., through executive compensation planning, 401(k) plans, health insurance, and traditional benefits.
  • Talent acquisition and retention. Positive business succession depends in large part on the employees who remain. We will strategize with you on how to attract and retain the top talent you need to increase business value and ensure continuity.
  • Business valuation. How much is your business worth? It can be hard to properly assess from the inside. We are aligned with experts in business valuation who can provide you with a solid business valuation so you can know what you should expect were you to sell your business.
  • Mergers and acquisitions. Perhaps instead of selling, you want to buy or merge with another company. We are aligned with partner firms who can provide you with the assistance you need to make that business transformation take place to your advantage.

Your business is likely one of the biggest investments in your life in terms of money, time, effort, and passion. We want to make sure that your business legacy continues to provide for you into the future.


Corporate Benefit Strategies

Arranging executive and employee benefits is a major aspect of running a successful business. Such benefits not only attract and retain top talent, but also impact your short- and long-term financial objectives as a business owner. We will work with you to implement various benefit programs, retirement plans, and wealth accumulation options for your executives and your employees to generate results that will benefit your business and everyone in it.

We partner with third-party providers and professionals to offer:

  • Non-qualified deferred compensation plans
  • 401(k) plans and other qualified employer plans
  • Bonus plans
  • Phantom stock plans
  • Profit sharing
  • Pension plans
  • Equity and synthetic equity compensation
  • Group insurance plans (health, disability, life, long-term care, etc.)
  • Business overhead insurance

As your financial advocate, we will strategize and coordinate all the benefit programs and services your business requires, protecting your assets and increasing the value of your company.


P 610.458.2495
F 610.458.7873
Eagleview Corporate Center
760 Constitution Dr. Suite 100
Exton, PA 19341
Connect with us on: Go to LinkedIn  

 Registered associates of Brumbaugh Wealth Management are registered representatives of Lincoln Financial Advisors. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Brumbaugh Wealth Management is not an affiliate of Lincoln Financial Advisors Corp.

In MI, securities and advisory services offered through Lincoln Financial Advisors Corp., a broker-dealer, registered investment advisor and insurance agency. In CA, insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. In WA, insurance offered through Lincoln Financial Advisors Corporation and LFA, Limited Liability Company and other fine companies. In UT, LFA Insurance Agency - insurance offered through Lincoln affiliates and other fine companies. In all other states, insurance offered through Lincoln affiliates and other fine companies.


We are licensed in the following states: AZ, CA, DC, DE, FL, VT, GA, MA, MD, MI, NC, NJ, NV, NY, OH, PA, RI, TN, TX, VA.

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