One Penn Financial Group

Make your succession plans clear

Setting up a succession plan for your business can be tricky, especially if it's a family business with multiple family members who have worked there for years. This is not something you want to leave to chance, or create an opening for a family rift or hostile takeover. Let us help you handle your business succession plan.

- Let everyone clearly know what the power structure will be when you

  are gone

- Help everyone understand where their position will be

- Get rid of false hope or false expectations

- Allow complaints or differing points of view to come out beforehand

- Creates a clear legal pathway for what comes next

There are multiple reasons for a succession plan

While creating a business succession plan might be difficult, it is absolutely a necessary part of doing business nowadays. Our experts will be more than happy to help you create a legally binding succession plan that causes as little friction as possible.

We are behind you 100%

Experience you can trust!


Over 75 years of combined experience working to customize your prosperous and fruitful financial future!

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Disclosure: Securities and advisory services offered through National Planning Corporation (NPC), Member FINRA/SIPC, a Registered Investment Adviser. One Penn Financial Group and NPC are separate and unrelated companies. See Home Page for full disclosure statement.