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Business Succession

Aside from our families, our life’s labors are one of the great legacies we cherish. Especially if we have built and/or nurtured a small business. 

All too often, the effort that we put into creating a successful business goes by the wayside because we fail to provide a plan for continuation when "business as usual" is no longer the case. The Financial Solutions team can assist you with such tasks as valuating your business, providing insurance protection for a business partner or insuring that a sudden unexpected loss of a key employee doesn’t derail the operation. 

Talk with us concerning your options as a business owner to protect the investment your hard work has created.




Ready to get started with your business succcession strategy?   Make an Appointment

Need a financial/insurance check-up? (recommended at least every couple of years) Make an appointment with an Infinex consultant.

Just want to learn more about financial planning for your business? 

Get started with MoneySmart


About our Investment Products and Services:

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Benchmark Financial Solutions is a trade name of Benchmark Community Bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.