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Santa Ana, CA 92701
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TRI-CIRCLE FINANCIAL STRATEGIES BLOG: Clear Financial Guidance for Businesses and Individuals

Business Succession, A Life or Death Decision

Posted in: Business Succession
January 12th, 2015

By Bill Sornstein

"Queen Elizabeth visited the set of 'Game of Thrones' and said things are hard to keep track of because everyone keeps dying - to which Prince Charles replied, 'Not everyone'. "  -Jimmy Fallon Like monarchs, some business owners plan to control the company until the day they die.  Unlike royal succession, succession at death can wreak havoc on a family owned business.  In our experience, small businesses often lose talented and motivated family members and key employe [. . .]

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Welcome to Tri-Circle Financial Strategies

January 12th, 2015

By Bill Sornstein

Over the years we have maintained two separate identities:

  • Succession Strategies, providing business consulting for succession planning
  • Tri-Circle Financial & Insurance Services, providing financial planning and products for businesses and individuals
We decided it was time to merge these into one firm with one focus - providing clear and straightforward financial guidance for businesses and individuals. As the name i [. . .]

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Rachel Owens and William Sornstein are Registered Representatives with and Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor, member FINRA / SIPC. The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: California, Arizona, Iowa, Nevada and Texas.