Business Transition Planning Services
A sound exit plan is the key to achieving your next goals in life. Our team will help you develop a transition strategy that's right for you, your business and those who will follow in your footsteps. Throughout the process, we will:
- Understand what your end goal for the transition plan is
- Identify key roles, needs and gaps to address
- Assess your personal and business financial situation
- Consider your short and long-term business and ownership goals
- Develop a strategic, sound plan that satisfies the goals of all involved parties
BTC Bank Succession Planning Services
Our team provides an integrative, strategic approach to the process of business transition planning. Our expertise enables us to offer services in a variety of areas including:
- Tax strategy and planning
- Wealth advisory services
- Legal and contractual agreements
- Estate and trust planning
- Business restructuring
What You Can Expect With BTC Bank Succession Planning
Clear Communication
Planning doesn't need to be confusing or overwhelming. We'll take the time to explain things clearly and transparently, so you are confident every step of the way.
Tailored Plans
Whether it’s planning for the transition of the family farm or your family business, we create a plan that is as unique as your situation.
Personal, Compassionate Support
We'll take the time to understand what matters most to you and provide a listening ear, practical advice and the care you deserve.
Meet Johnathan L. Meyer, Trust Officer and General Counsel
Johnathan L. Meyer received a Bachelor of Science, Magna Cum Laude in Accounting from Northwest Missouri State University and a Juris Doctor in Law (J.D.) and Masters of Law in Taxation (LLM) from the University of Missouri at Kansas City School of Law. Johnathan has over 25 years of experience in estate planning and administration, probate, trust drafting and administration, business formation, and tax planning and filing. Having worked in major metropolitan areas, while being born and raised on a farm in Northwest Missouri, Johnathan is in the unique position of having complex practical experience with an appreciation of small-town/rural community living.
Contact Johnathan today at 660-425-7285 or trustservices@btcbank.bank, or visit your local branch today to learn more.
Additional Wealth Management Strategies
Our team provides a collaborative approach to helping you achieve your wealth goals. In addition to Trust & Asset Management, our team offers a complete suite of Wealth Management services.
Products are not insured by FDIC. Products are not deposit or other obligation of, or guaranteed by, the bank. Products are subject to investment risk, including possible loss of principal.