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Why Business Owners Need a Succession or Exit Plan

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For decades, vast wealth has been created for millions of Americans through growing private businesses. As Baby Boomer business owners reach the later stages of their careers, a 2016 U.S. Trust Wealth and Worth Survey shows that nearly two thirds have no formal succession plan or exit strategy. Since most business owners rely on their businesses for income, the lack of such planning means that their main source of income could be in  jeopardy.

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Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the STA team, we want to hear from you. Please call us or email us, and we’ll be in touch as soon as possible!

Houston Headquarters

CityCentre One
800 Town & Country Boulevard, Suite 410
Houston, TX 77024

Phone:

281.822.8800


Sugar Land Office

Granite Tower
13131 Dairy Ashford, Suite 150
Sugar Land, TX 77478

Phone:

281.652.5303


Woodlands Office

21 Waterway Avenue, Suite 300
The Woodlands, TX 77380

Phone:

281.822.8800


Email

Info@stawealth.com

For directions to our Houston office, click here.