Succession Planning services from CATICPro


CATIC® Family Agents

Review your business' need for a succession plan. Through Smith Brothers Insurance, LLC and its Financial Services Division, your business will be provided with customized solutions, which include in part:

  • Identifying Goals and Objectives of Your Succession Plan
  • Reviewing the Current Documentation and Agreements, if Applicable
  • Evaluating the Business Continuity and Contingency Plans
  • Determining an Exit Strategy for Partners
  • Coordinating Trusted Advisors to Help Implement the Plan
  • Delivering a Fully Funded and Documented Succession Plan
  • Identifying Gaps that Exist Outside the Succession Plan

Minimize the cost of creating and implementing a succession plan. To learn more, simply contact us.