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.

From the first day I opened an account, I had personal connections with several of the people. Every time I come into the bank they make eye contact with me and call me by name. That’s what makes me feel like a valued customer.
-Darin H.

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.


Investing and wealth management products are not FDIC insured, have no bank guarantee, may lose value, are not a deposit and are not insured by any federal government agency.

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.

Paperless: it’s the right thing

Save stacks of paper (and several trees) when you choose paperless statements. Plus, you’ll get $5 per deposit account the first time you switch to online paperless statements.

House hunting step 1

Before you start the search for your new home, get a pre-approval from Bell Bank Mortgage. We can help you get into your new home faster!