How to Preserve Legacy During a Transition

/in

Most business owners want to preserve the legacy they have built when their companies transition into new hands. In our experience, a business owner can effectively transition the company’s legacy by:

  • Providing clear communication
  • Cultivating a covenantal culture
  • Developing a business generosity plan
  • Preparing a financial plan

Read more about leaving a lasting impact with your business: Log in to read our Internal Transitions white paper.

Latest Posts

Introducing Blue Trust’s New CEO

Easter Message: Delivering The Hope Of Enlightened Eyes

Celebrating Black History Month and Everyday Heroes

Subscribe to Our Blog

"*" indicates required fields

This field is for validation purposes and should be left unchanged.

Find an Advisor Near You

Find an Advisor

Recent Posts

Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 12/31/23 and subject to change.
Atlanta SEO Company
© Copyright 2024 Blue Trust, Inc.