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Covered Bridges 
Financial Strategies, LLC
Home
About Us
  • Our Firm
  • Our Team
Our Approach
  • with Individuals
  • with Organizations
Services
  • Financial Planning
  • Investments
  • Insurance
  • Employer Retirement Plans
  • Succession Planning
  • Federal Employees
Resources
  • Market Updates
  • Educational Material
  • Brochures and Fact Sheets
  • Social Media
Contact Us
Covered Bridges 
Financial Strategies, LLC
Home
About Us
  • Our Firm
  • Our Team
Our Approach
  • with Individuals
  • with Organizations
Services
  • Financial Planning
  • Investments
  • Insurance
  • Employer Retirement Plans
  • Succession Planning
  • Federal Employees
Resources
  • Market Updates
  • Educational Material
  • Brochures and Fact Sheets
  • Social Media
Contact Us
More
  • Home
  • About Us
    • Our Firm
    • Our Team
  • Our Approach
    • with Individuals
    • with Organizations
  • Services
    • Financial Planning
    • Investments
    • Insurance
    • Employer Retirement Plans
    • Succession Planning
    • Federal Employees
  • Resources
    • Market Updates
    • Educational Material
    • Brochures and Fact Sheets
    • Social Media
  • Contact Us
  • Home
  • About Us
    • Our Firm
    • Our Team
  • Our Approach
    • with Individuals
    • with Organizations
  • Services
    • Financial Planning
    • Investments
    • Insurance
    • Employer Retirement Plans
    • Succession Planning
    • Federal Employees
  • Resources
    • Market Updates
    • Educational Material
    • Brochures and Fact Sheets
    • Social Media
  • Contact Us

Business Succession Planning

Succession Planning

  • Do you have a plan for what will happen to your business when you retire, or if something unexpected happens?
  • Do you have access to resources to help value and structure an eventual succession plan?
  • Are you concerned about the next generation of owners being able to finance the purchase of the business?
  • Do you worry about having to pay all those taxes right after the sale of your business?


We can help you look for solutions to help address your succession planning concerns.



Disclosures

 Securities and advisory services offered through LPL Financial, a registered investment advisor, Member  FINRA/SIPC.

  • FINRA
  • SIPC
  • Broker-Check
  • AFE-USA

Covered Bridges Financial Strategies, LLC

Cascade, MD 21719

(240) 920-6000 ext. 100

Copyright © 2025 Covered-Bridges - All Rights Reserved.

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