Roger Soo - Estate and Pension Planning Strategies

CONNECT

Address:

675 Third Ave, Suite 900
New York , NY 10017

Phone:

646-898-3555 or 212 879-8989

Fax/Other:

646-898-3556

Business Continuation Planning

Professional practices frequently suffer negative consequences from the departure of significant owners and key employees.  Whether the focus is on the continued life of the business or practice, or the ability of an owner’s family to recover the value of the owner’s interest, advanced planning is critical.

 

Working with equity owners, we help develop succession plans that can help ensure the orderly transition of control upon the death, disability, retirement, or voluntary departure of an owner.

 

Business Valuations, buy-sell agreements, and strategies to protect against the loss of key employees are included among the services we provide either directly or through third party specialists.  We also perform the critical function of helping to ensure that our clients’ business continuation planning is effectively coordinated with their individual retirement and estate planning strategies.

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Check the background of this financial professional on FINRA's BrokerCheck