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.

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

If you love banking at Bell, tell others to make the switch! 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.

Pay It Forward changes lives

Bell’s unique Pay It Forward program has empowered employees to give more than $11 million to people in need and causes we care about. These stories of giving will touch your heart.