Succession planning

Our business specialists and planning professionals are here to help you transfer your business smoothly and successfully. Be sure to visit our Business Planning & Advice section as a good starting point for some basic succession planning tips. Then please contact us for a more detailed discussion.

We'd love to help you transfer your business as part of a complete financial strategy:

 
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Federal Continuance

For information on upcoming changes to DEPOSIT INSURANCE if we become a federal credit union, see our disclosure notice. Creditors who have concerns may contact Innovation Credit Union.

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