Business Succession

With some simple business succession planning, our clients can work to secure their futures from the loss of their owners and key executives.

We work closely with our clients' other professional advisors to provide solutions that help protect the future of their businesses. We focus on the following ways to protect your businesses and transfer its ownership:

Buy/Sell Plans
Stock Redemption Plans
Key-Person Plans
Split-Dollar Plans

We are an active member of M Financial Group. Collectively the Members of the M Financial Group are among the largest buyers of insurance and financial product in the nation. Through this network we share resources and combine expertise to create advantages for our clients while providing the personal attention they desire. Please go to Disclosure Statement for further details regarding this relationship.

Securities and Investment Advisory services offered through Registered Representative of M Holdings Inc, a Registered Broker/Dealer and Investment Advisory, Member FINRA and SIPC. GDK & Company is independently owned and operated. GDK & Company is a member of M Financial Group. Please go to mfin.com and click on "Disclosure Statement" at the bottom of the home page for further details regarding this relationship.

This material is intended for informational purposes only and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, tax advisor or plan provider.