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.




Michael LaRiviere earns Certified Financial Planner Designation

Michael LaRiviere earns Certified Financial Planner Designation
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David LaMay's Legacy of Giving

A life-long resident of Old Saybrook, David LaMay believes in giving back to his community. Courtesy of The Harbor News November 2, 2016

Financial Times Recognizes James Sullivan, AIF®

James Sullivan Named to 2016 Financial Times 401 Top Retirement Plan Advisers
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EFS Gives Back

Essex Financial Services Employees Send Deep River Child to Camp Rising Sun Courtesy of The Valley Courier Sept. 1, 2016