Business Succession Planning

As a successful business owner, you are focused on creating value and growing your enterprise. It’s not that you don’t want to think about “what-ifs”; more likely, you don’t want to take the time to think about things as unpleasant as your succession plan.

However, without some kind of succession planning, the fate of your business is unknown. By working with a team that includes legal counsel and insurance specialists that can fund any kind of buyout situation, you don’t have to leave all your hard work to chance.

Do you have the best plan for your business?

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CCI Advisors, Inc.

610.924.7240 fax

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Office Locations

101 Lindenwood Drive, Suite 225
Malvern, PA 19355

Radnor Financial Center
150 N. Radnor Chester Rd., Suite F 200
Radnor, PA 19087

Two Bala Plaza, Suite 300
Bala Cynwyd, PA 19004

600 West Germantown Pike
Plymouth Meeting Exec. Campus, Ste 400
Plymouth Meeting, PA 19462

1515 Market Street, Suite 1200
Philadelphia, PA 19102

10,000 Lincoln Drive East
One Greentree Centre, Suite 201
Marlton, NJ 08053

Mailing Address

2 Maude Circle
Paoli, PA 19301

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