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Business Succession Planning

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What will happen to your business in the event of your death or retirement?  The advisors at Southern can assist in planning for those events with strategies that might include gifting, selling or liquidating the business during your lifetime, keeping the business in the family, protecting your heirs and your business with life insurance while minimizing taxes.  Whether you are a business owner, have a family farm or have your own medical practice, we can assist in the succession of your business.





Products provided by Southern Michigan Bank & Trustís Wealth Management department are not FDIC insured. They may lose value and there is no bank guarantee.