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Business Succession

Every stage in your client’s business has different needs. We provide complete business succession support, from planning and implementation to administrative expertise and more. Whether planning for a business transition, key employee retention, or an executive benefits package to attract and retain key employees, we are here to help.

Business Succession

Let Pelorus Be Your Guide

Experienced Team

You’ll benefit from our team’s extensive knowledge in business and estate planning, and other markets.

Exceptional Service

We’re committed to providing personalized service with a quick turnaround so you can serve your clients well.

Expert Solutions

Our experienced team brings you underwriting expertise, advanced marketing, and smart estate, and business planning.

The Financial Advisor Toolbox

Quote Software

Forms & Applications

Save time and increase your placement ratio using iPipeline’s iGO e-App for your forms and applications.

Underwriting

Access underwriting information and packages via a secure login.

Contracting

Complete a contracting request via SureLC, our online contracting solution

Explore The Possibilities

Get a quote or speak with one of our team members to discuss your needs.

Business Succession

Securities offered through The Leaders Group, Inc. Member FINRA / SIPC 26 W. Dry Creek Circle, Suite 800, Littleton CA 80120 303-797-9080. Pelorus Financial Group is not affiliated with The Leaders Group, Inc.

Contact

Physical address:
2210 Encinitas Blvd. Suite G-1
Encinitas, CA 92024

Mailing address:
P.O. Box 231130
Encinitas, CA 92023

(760) 230-5790

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