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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.




















Trust services provided by Southern Michigan Bank & Trustís Southern Financial Group Division are not affiliated with Raymond James and are not FDIC insured. They may lose value and there is no bank guarantee.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, are: not deposits, not insured by FDIC or any other governmental agency, not guaranteed by Southern Michigan Bank & Trust, are subject to risk, and may lose value. Southern Michigan Bank & Trust and the Southern Financial Group are independent of Raymond James.

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