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| Trust and Estate Services | Retirement Plan Services | Insurance Services | Business Succession Planning |
Business Succession Planning
Whether you want to keep your business in the family, sell it to a partner, or put it on the market, FirstMerit can help you understand your options and implement a realistic business succession plan. Our detailed analysis will help you understand all the considerations associated with the sale or transfer of your business assets. Just as important, our vast experience will allow you to avoid common roadblocks and ensure that your business will continue as you wish.

Services we offer:
  • Wealth Creation and Conservation Strategies
  • Personal Planning for Senior Executives
  • Retirement Planning
  • Estate Plan Design
  • Estate Tax Funding Alternatives
  • Charitable Giving Strategies
  • Trust Funding
  • Buy/Sell Agreement Design and Funding
  • Executive Compensation Strategies
  • Corporate Liability Funding Alternatives
  • Non-Qualified Benefit Planning:
    • Deferred Compensation
    • Executive Bonus Arrangements
    • Incentive Compensation Plans
    • Supplemental Retirement Plans