Business & Succession Services
Whether you’ve built your business from the ground up or expanded what others started, it’s your legacy. How do you keep these achievements alive? What happens next? Who takes the reins? And what does your future hold?
At CitizensTrust Investment Services, you can begin planning for that next step — not just for you and your family, but for your company as well. Our business and succession planning services can help you identify the best path based on your goals, helping you prepare for a transition while supporting the long-term value of your business.
We take a collaborative approach to developing an individualized strategy for you and your business.
Our Business & Succession Planning Professionals Bring
a Wide Array of Tools and Strategies to the Table.
Employee Stock Ownership Plans (ESOPs)
Buy-Sell
Agreements
Deferred Compensation
Estate Plan Coordination
Insurance
Solutions
Phantom
Stock Plans
Stock
Option Plans
Profit-Sharing Plans
Non-Qualified Plans
Qualified Plans
CitizensTrust Investment Services is a division of Citizens Business Bank, N.A.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Citizens Business Bank, N.A. and CitizensTrust Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CitizensTrust Investment Services, and may also be employees of Citizens Business Bank, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Citizens Business Bank, N.A. or CitizensTrust Investment Services. Securities and insurance offered through LPL or its affiliates are:
| Not Insured By FDIC or Any Other Government Agency ● Not Bank Guaranteed ● Not Bank Deposits Or Obligations ● May Lose Value |
Citizens Business Bank, N.A. provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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