Succession Plan Guide

Regardless of where you are in the succession planning process, this workbook can be used to evaluate your current plan or help you start it.

If you loved what your saw and want to learn more, schedule a free strategy session with the NEST team today. 

More materials on the way!

We're developing other workbooks and brochures for founders and Austin's entrepreneurs. If you have any suggestions, we would love to hear them! Please send us your thoughts. 


Actual fees may be higher or lower depending upon each client's specific situation and the products they select. Investors should note that the deductions of fees will impact overall account returns.  This communication is strictly intended for individuals residing in the state of Texas, California, Virginia, Maryland, and North Carolina. No offers may be made or accepted from any resident outside the specific state(s) referenced. Neither NEST Financial nor Union Capital Company, offers tax or legal advice. As with all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice.


Securities offered through Union Capital Company, member FINRA/SIPC. Investment advisory services and insurance offered through NEST Financial LLC, 5323 Levander Loop, Austin, TX 78702 , 512-944-4882, which is not affiliated with Union Capital Company. Neither Union Capital Company nor its registered representatives, offer tax or legal advice.

5323 Lavender Loop | Austin, Texas 78702

512.944.4882  •