Succession planning

Ensuring your business will continue to thrive.

The decision of how and when to transfer ownership of a business is one of the most difficult you’ll ever make. Essex advisors can help you get your arms around the possibilities long before that day comes, in order to determine the surest and most profitable exit strategy.

Along with your attorneys and accountants, we will assist you in any business transition to maximize the value of your company and minimize the tax consequences.

In addition, you’ll want to ensure your successors and heirs are being treated fairly. Accordingly, we can advise you on measures to take that will build a degree of control and flexibility into the business-succession agreement.

Contact

860-767-4300

Highlights

Farmington Bank forms agreement with Essex Financial Services

Essex Financial Services enters into an agreement with Farmington Bank to provide investment and wealth management services to its customers.
Read the Press Release

John W. Rafal earns top honor in Connecticut

Named as State of Connecticut’s #1 independent Financial Advisor for 2010.

Madison office now open

Essex is pleased to announce our newest location in Madison