Create a succession plan

Prepare to transition ownership and management to the next generation

Create a succession plan

If you have a family-owned business, it may be time to consider a succession plan to pass the business on to the next generation.

From the first day I opened an account, I had personal connections with several of the people. Every time I come into the bank they make eye contact with me and call me by name. That’s what makes me feel like a valued customer.
-Darin H.

Look to the Future

Often, the main concern of a family business is how to orchestrate the conveyance of your successful business, while maintaining peace within the family. We help you look at the "big three" issues:

  • Future management
  • Future ownership
  • Potential tax consequences

Working with your legal and tax advisors, we offer guidance to help smooth the transition.

Why Bell

You've worked hard to build a successful operation; we can help you with a smooth transition for continued success after you've stepped down.


phone icon

Find a wealth management professional near you.

Meet with an expert who can help you with financial services you need.

Find an expert


Create a succession plan

Retirement Savings Uncertainty

Many investors worry about losing their retirement savings as markets shift. Wealth advisor John Kuhn explains a better strategy.

An Award-Winning Place to Bank

Bell Bank is an award-winning place to work and do business! See Bell’s many awards from the likes of Forbes, Fortune and more.

Gifts That Change Lives

Bell’s unique Pay It Forward initiative has empowered more than $15 million in giving and changed thousands of lives. Check out our stories (but have a tissue handy!).