Bank of the West | succession planning

New report offers guidance on succession planning

Category: Your Business | Published: 01/26/16 | Print

Category: Your Business
Published: 01/26/16

Posted by Michelle Di Gangi

Small Business Banking

Cover of "Smooth Transitions" report

Letting go of your business and stepping aside can be an emotional and complex process involving major financial decisions.

Tags: business owners, buy-sell agreements, Kristin Nelson, Michelle Di Gangi, small business, succession planning, wealth management, wholesalers

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One retirement option: Start a business

Category: Your Wealth | Published: 11/30/15 | Print

Category: Your Wealth
Published: 11/30/15

Posted by Dale Niemi

Retirement & Investing

Older man in business attire consulting with two women, pointing to a report on the desk in front of them.

New entrepreneurs of retirement age bring a wealth of relevant experience, resilience, and professional networks that may be an advantage in starting a business.

Tags: AARP, business owner, Dale NIemi, entrepreneur, financial advisor, retirement, retirement goals, savings, second act, succession planning

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Deposit and loan products offered by Bank of the West, Member FDIC.

Securities and variable annuities are offered through BancWest Investment Services, a registered broker/dealer, Member FINRA/SIPC, and SEC Registered Investment Advisor. Financial Advisors are Registered Representatives of BancWest Investment Services. Fixed annuities/insurance products are offered through BancWest Insurance Agency in California, (License #0C52321), and through BancWest Investment Services, Inc. in all other states where it is licensed to do business. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Bank of the West and its various affiliates and subsidiaries are not tax or legal advisors.

BancWest Investment Services is a wholly owned subsidiary of Bank of the West. Bank of the West is a wholly owned subsidiary of BNP Paribas. In South Dakota, Bank of the West operates under the name Bank of the West California.

Investment and Insurance products:

Not FDIC insured
Not bank guaranteed
May lose value
Not a deposit
Not insured by any federal government agency