Business Succession

Father and Son figuring out business succession

Determination, passion, and a strong financial partner are critical components of any successful business. Equally important is planning for the future. 

Sandy Spring Trust's wealth planning strategies and the Bank's sophisticated financial solutions will help ensure that all of the hard work you've put into your business is sustained as your legacy for years to come. 

Using a collaborative team approach, our CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals work closely with you, your legal and tax advisors to create tailored contingency plans for the myriad challenges that might arise, including:

  • Incapacitation or passing of the owner.
  • Potential sale.
  • Succession planning as you transition the business to the next generation.

Now is the time to couple your success with your vision for the future. 

Let’s start the conversation. 

request an appointment today 

  • Disclosure

    Wealth products are not FDIC Insured, not guaranteed, and may lose value. 

    Neither Sandy Spring Bank nor Sandy Spring Trust act as a substitute for the legal and tax advisors your, your family, or business will need. Our staff will work closely with your advisers to coordinate your overall plan.

    Sandy Spring Trust is a division of Sandy Spring Bank, Member FDIC.