Business Succession Planning


Secure the future of your business with our meticulous business succession planning services. Whether you're passing the reins to the next generation or preparing for a strategic exit, our advisors work closely with business owners to develop a comprehensive succession plan. We address legal, financial, and operational aspects, ensuring a seamless transition that preserves the legacy of your business.

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Mitch Lane - Stifel Investments is a proud member of

DeLand and Greater Volusia Chamber of Commerce

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