Northwestern Mutual

Business Maturity

Learn what financial planning strategies to consider as your business matures.

Business Maturity
Business Succession White Paper

You've made it. And now, as your business matures, you may be weighing your options. Should you continue to grow what you have or expand into something new?

As you consider the possibilities at this stage in your business’s life cycle, make the following financial planning strategies a priority:

  • Risk Management: Review and update business plans you've made to protect yourself and key employees to better ensure business continuity.
  • Employee Benefits: Regularly review and update your programs to ensure competitiveness in attracting and retaining employees at all skill levels.
  • Business Succession: As your business has grown, does your succession plan reflect a higher value, and is funding the plan on track? Regularly review and update your strategy to ensure the orderly transfer of your business.
  • Personal Planning: Review and update your plans and coverage to help ensure you and your family are financially secure.

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