Business Succession Planning & Exit Strategies

Protect your legacy with expert local guidance

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Your Business Transition Partners

You’ve built your Cape Cod business over decades. Whether retiring, selling to employees, or passing to family, our Investment Executives Kate DiMascolo and Robert Martin create succession plans that protect your legacy and maximize value for everyone.

Succession Planning Services

  • Business valuation analysis to understand worth and plan timing 
  • Estate planning integration to maximize legacy 
  • Employee retention strategies during ownership transitions

Exit Strategy Development

  • Family succession with fair transfers and tax optimization 
  • Third-party sale preparation and investment coordination 
  • Transition timing aligned with retirement goals

Succession Planning Options

Every business succession is unique. We’ll help you evaluate your options and create a plan that protects your employees, maximizes value, and ensures your business legacy continues to thrive.

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Family Succession Planning

Pass your business to children or family members with tax-efficient strategies1 that ensure fairness and continuity.

Features

  • Estate tax optimization1
  • Fair family distributions
  • Leadership development
  • Ownership transfer timing
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Management Buyouts

Help key employees purchase your business with  succession strategies that reward loyalty.

Features

  • Gradual ownership transfer
  • Retention during transition
  • Performance-based terms
  • Tax-efficient structures
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Third-Party Sales

Maximize business value through strategic sale preparation and coordinate proceeds with retirement income planning.

Features

  • Business valuation analysis
  • Sale timing optimization
  • Tax planning strategies1
  • Investment coordination
  • Retirement income planning
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Hybrid Succession Models

Combine family succession, employee ownership, and strategic partnerships for complex businesses with multiple goals.

Features

  • Custom ownership structures
  • Phased transition plans
  • Multiple buyer coordination
  • Risk management strategies
  • Legacy preservation

Why Choose Us

As a local community partner, we understand Cape Cod’s unique business landscape. Our Investment Executives provide personalized attention that helps you navigate complex transitions.
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Investment Executive Partnership

Work with Kate DiMascolo & Robert Martin directly
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Business & Personal Integration

Coordinate succession with retirement and estate plans
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Local Decision Making

Plans reviewed and approved right here locally
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Comprehensive Wealth Services

Banking, investments, and planning under one roof

Your Succession Planning Process

We’ll guide you through every step of business succession planning, from initial valuation through final transition, ensuring your business legacy and financial security.

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Business Valuation & Analysis

Understand your business worth and identify value enhancement opportunities before transition planning.
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Strategy Development

Create your customized succession plan with tax optimization1 and family or employee transition coordination.
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Business Retirement Planning Solutions

Now emphasizes how business succession funds retirement and coordinates with Investment Executive services
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Ready to Plan Your Business Exit?

Your business represents decades of hard work and a significant portion of your wealth. Let our Investment Executives help you create a succession plan that protects your legacy and financial future.

Contact Us

Succession Planning Questions

Get answers to the most important questions about business succession planning, exit strategies, and working with our Investment Executives.

Begin planning 5-10 years before your intended exit. Early planning allows time for value enhancement and strategies.

Our Investment Executives coordinate business valuations and help you understand factors that increase or decrease your company’s worth.

Family transfers, employee buyouts, third-party sales, or hybrid approaches. We’ll help you evaluate which fits your goals best.

Proper planning can significantly reduce estate and capital gains taxes1. We coordinate with your tax advisors for optimal strategies.

Many owners remain as consultants or board members. We’ll help structure ongoing involvement that works for everyone involved.

Business succession often funds retirement. We integrate your business exit with investment and retirement income strategies.

1Consult your tax advisor.

IMPORTANT: Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Cape & Coast Financial is a trade name of Cape & Coast Bank. Osaic Institutions and the Bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.