Create a succession plan

Prepare to transition ownership and management to the next generation

Create a succession plan

If you have a family-owned business, it may be time to consider a succession plan to pass the business on to the next generation.

The team at Bell State Bank & Trust is great to work with. We switched because of their great reputation and rates! I enjoy being able to stop at one of their locations after work – the hours are great and they have so many locations available.
-Magda F.

Look to the Future

Often, the main concern of a family business is how to orchestrate the conveyance of your successful business, while maintaining peace within the family. We help you look at the "big three" issues:

  • Future management
  • Future ownership
  • Potential tax consequences

Working with your legal and tax advisors, we offer guidance to help smooth the transition.

Why Bell

You've worked hard to build a successful operation; we can help you with a smooth transition for continued success after you've stepped down.

Create a succession plan

Refer your family and friends

When they open a new personal checking account with us, we’ll give each of you $50.

Dread the shred?

Switch to paperless statements and get $5 per account when you turn off the paper!

House hunting?

Save time by calling us first for fast, free pre-approval or apply online at bellbanks.com Then talk to your real estate agent or builder.