News and Press : Cumby, Spencer and Associates Financial Group

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Press

Planning for Business Succession Years in Advance

Posted April 2021

Many an entrepreneur has worked hard to build a successful, thriving business; however, only a rare few actively create an exit strategy or contingent planning structures for inevitable life events that will ultimately occur.

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Cumby Spencer Ad Featured in GBCA’s Construction Today Magazine

Posted December 2020

Nearly 75% of privately-owned business are expected to change ownership over the next ten to fifteen years. More than half of those business owners don’t have a succession plan, and 44% think it’s too early to bother planning.

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