Unity Bank will be closing at Noon on December 24th and closed all day on December 25th in observance of Christmas. We will resume regular hours on Friday, December 26th.
Holiday Processing Notice: Payments and deposits will continue as normal on Dec 24 & Dec 26.The Federal Reserve will be operating as usual on those days, so paychecks, direct deposits, wires, and other transactions will be processed without delay.
Your business is not just an investment; it’s a legacy that you’ve built over time. Our dedicated team of financial advisors is here to help you create a comprehensive succession plan that ensures a smooth transition, protects your business, and secures your family’s financial future.
We collaborate with you to design a customized succession plan that reflects your vision for the future of your business. This includes identifying potential successors and developing financial strategies that align with their capabilities.
Our advisors work with a third party to help you conduct a thorough valuation of your business to determine its worth, which is crucial for effective succession planning. Understanding the financial value helps you make informed decisions regarding the transfer of ownership.
We explore various funding options, such as life insurance policies or buy-sell agreements, to ensure that your business can be smoothly transitioned without financial strain on your successors or family.
Our team provides guidance on tax implications associated with business transfers, helping you develop strategies to minimize tax liabilities and maximize the financial benefits for your heirs.
Succession planning is not a one-time event. We offer ongoing support, regularly reviewing your plan and making necessary adjustments as your business and family dynamics evolve.
Secure the future of your business and ensure your legacy endures. Contact our team to discuss how we can help you develop an effective succession plan that meets your unique needs.
