Set the Table
The Foster Victor Wealth Advisors Team is proud to offer a specialized service for business owners to navigate succession planning. From internal transactions to external sales or even transferring to your family’s next generation, deciding how your business legacy lives on is a big decision.
As your advocate, our job will be to compile a team that works together to take you through the process. We will help you define your goals, plan the implementation and decipher life after the transaction. Using a roundtable format, we will work with your trusted advisors to collaborate and meet your goals throughout the process.