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Business Succession Planning – Kennedy Investment Group
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At KIG, your dreams become our goals,
written down with deadlines.


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Our Specialties

Business Succession Planning

The foundation and principles that you’ve established in your business should be preserved long after you’ve retired. We’ll guide you through developing your business succession plan – from choosing a successor, to determining your company’s value, balancing financial returns, and learning about the various methods with which to transfer your business – that will not only ensure a smooth and equitable transition of your business and assets, but also ensure that the integrity and values upon which you’ve built your business remain intact.

196 Delaware Street, West Deptford, NJ 08086 • Phone: 856-853-0400 • Fax: 856-853-2747
© 2020 Kennedy Investment Group. Privacy Policy
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Kennedy Investment Group and Kennedy Insurance Services are not a registered broker/dealer and are independent of Raymond James Financial Services, Inc., member FINRA / SIPC. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
*Stocks above indicate the biggest daily movers.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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Ask Us Anything


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