Contingency Planning for Business Owners (Infographic)

June 24, 2024
Infographic titled Contingency Planning For Business Owners with four sections: determining control, dividing the business, accessing liquidity, and implementing a plan. Features icons and text details. Bottom text encourages reading more.

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Click here to learn more about creating your contingency plan: https://hbwealth.com/contingency-planning-for-business-owners/

Isaac Bradley

Isaac Bradley, J.D., CPA, CFP®

Director of Financial Planning

Isaac Bradley is the Director of Financial Planning at HB Wealth. He uses his breadth of knowledge to work closely with HB Wealth client service teams on retirement, estate, insurance, tax, business transition, and charitable planning issues. He is responsible for creating scalable resources for advisors, ensuring they have access to the latest relevant information, and implementing consistent planning processes.

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The above is not a recommendation to purchase or sell a particular security and is not legal, investment or tax advice. Results are not guaranteed. All investing involves risk.

Past performance is not a guarantee of future results for any investment. Private alternative investments are not for every client. An individual must be qualified to invest in a private investment based on their net worth and/or other criteria, and they may qualify to invest in some alternative investments while not being allowed to invest in other alternative investments. Alternative investments are not risk-free and there is no guarantee of achieving attractive performance compared to similar liquid investments. Risks associated with investments in private alternatives include the illiquid nature of such investments, risks associated with leveraged investments, manager-specific risks, sector-specific risks, and in certain cases geographical risk, as well as the risk of loss of principal.