Finacial Planning

WP Stevenson & Companies

financial information
Financial Planning Independent Financial Planning

Business Succession Planning
Key Man Insurance, Buy Sell Agreements, and NIMCRUTS

Business Succession planning is just what it sounds like; creating a plan for the business to succeed without the key players that make it work.

How can a business survive the death or disability of an owner or a key employee?

How can a closely held family owned corporation be sold without the devastating effects of capital gains tax destroying what took years to build?

The answer is having a plan!

At W.P. Stevenson and Companies we bring to bear an unbeatable array of products, tax professionals, and legal professionals to meet your objectives.

Call today to discuss how we can be of help to you.


California Office
619 - 632 - 3750
1205 Pacific Hwy Suite 2505
San Diego, CA 92101
Toll Free
800-494-8185
Arizona Office
480 - 634 - 5943
21001 N. Tatum Blvd. Suite 1630 #197
Phoenix, AZ 85050