Is your business built to last? A chat about how to make sure your business transitions smoothly

You built the business. How can it fund your next chapter and create lasting wealth for your family? In this Built to Last webinar, Cardeen Williams and Abhijit Lahiri explore how business owners can connect succession planning with retirement, estate planning and insurance funding. Through a simplified case study, we discuss: • Estate freezes and transitioning ownership • Tax planning considerations • Creating fairness between children when only one joins the business • Funding buy-sell agreements • Using life insurance to provide liquidity and support business continuity Whether you plan to pass your business to family or sell to a business partner, discover questions worth asking before your next transition. Want to explore what this could look like for you? Contact Cardeen Williams or speak with your accountant, lawyer and licensed insurance advisor about your particular circumstances. DISCLAIMER: This recording is for general educational purposes and does not provide personalized tax, legal, investment or insurance advice. The case study and figures are simplified illustrations. Everyone’s situation is different, and outcomes depend on individual circumstances, applicable laws, business values and policy terms. Consult qualified professionals before implementing any strategy. #BuiltToLast #BusinessSuccession #EstatePlanning #BusinessOwners #LifeInsurance