Family Business Planning Group

Business Succession Planning

The transfer of your business is one of the toughest decisions you will ever make.

You have worked your lifetime to build a successful business. The decisions or indecisions regarding who, when, and how to "Pass the Baton" will determine whether or not you will keep together what you spent your lifetime putting together.

The Family Business Planning Group has helped many business through the transition process. We understand the financial complexities, as well as the difficult family issues involved.

The Family Business Planning Group of Whipple & Associates is committed to helping you plan the successful continuation of your business into the next generation.

The Family Business Planning Group will work with you, your family , and your other advisors to . . .

Facilitate the transfer of the business from parent to child (children).

Develop strategies to protect the business from the impact of excessive estate taxes and costs.

Establish a retirement base that is not totally dependent on the success of the business.

Provide for the survivor income needs of your spouse.

Provide a legacy for children not in the business.

Every family business leader is concerned with questions such as . . .

"How will my retirement income be affected by my children's management abilities?"

"How my spouse and children share the same vision for the future of our family business?"

"How does our family business and its problems impact Thanksgiving Dinner?"

The Family Business Planning Group of Whipple & Associates will help answer these question. We can help you design a comprehensive plan to meet your current objectives that will also be flexible to accommodate future changes.

Our targeted focus and combined experience in helping over 400 family business give us a unique understanding of the financial and family dynamic issues of succession planning.

The Planning Group Professionals

Brain M. Middleton is the founder of a succession planning organization that has provided comprehensive estate and succession planning for hundreds of businesses in the area. He has spoken nationally on such topics as "The Impact of Family Dynamics on the Planning Process" and "The Challenge of Change."

Charles J. Whipple, III, CLU, ChFC is the President of Whipple & Associates, a financial planning organization that serves 8,000 clients in the Greater Delaware Valley.

This site has been published in the United States for residents of the United States. It has been prepared solely for information purposes and is not an offer to buy or sell any security or instrument or to participate in any particular investment strategy.

Financial Products & Services
220 Gibraltar Road, Suite350

Horsham, PA 19044
Voice: 215-441-8200, Fax: 215-441-4123

Licensing Jurisdiction Disclosure
We are licensed to sell insurance in all 50 states.
We are licensed to sell securities in all 50 states.

* Securities, Investment Advisory and financial planning services are offered by duly authorized registered representatives of MML Investors Services, Inc., member SIPC