Log In Investing and Insurance Business Transition Planning Business Transition Planning Running a business every day is hard work. That's to be expected. It's never too early to start planning what will happen to your business after you retire. With the proper planning, the transition can be far less stressful than you think. Contact Us Developing a Future Plan for Your Business Thinking that your only option is to sell your business when you retire? Not so fast. You have options, so it's good to plan ahead. You can keep the continuity of your business, even while guarding against financial inevitabilities, like taxes. To discover which option could work best for you and for your business, schedule an appointment to talk with us today. Systematic Gifting of Your Business Buy-Sell Agreement Transfers Private Annuities Self-Canceling Installment Notes (SCIN) Family Limited Partnerships Ready to Get Started? To learn more about our approach to wealth management, complete this form and we'll contact you. Contact Us About Us Our Story ESG Review Investor Relations Careers Community Locations & Appointments Contact Us Locations Schedule an Appointment Information & Resources Documents and Forms The Statement Financial Calculators Routing Number Online Security Privacy Policy CIP / Beneficial Ownership Notice Bank of Oklahoma® is a trademark of BOKF, NA. Member FDIC. Equal Housing Lender . © 2021 BOKF, NA. Zelle® and the Zelle® related marks are wholly owned by Early Warning Services, LLC and are used herein under license. Securities, insurance and advisory services offered through BOK Financial Securities, Inc., member FINRA/SIPC and a subsidiary of BOK Financial Corporation. Services may be offered under our trade name, BOK Financial Advisors. NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE Insurance policies and/or associated riders and features may not be available in all states, and policy terms and conditions may vary by state. Guarantees associated with an insurance policy, such as the life insurance benefit, are based on the claims paying ability of the issuing company, not BOK Financial Advisors, and do not apply to the investment performance or safety of the underlying investment options. Insurance services offered in California and New York under BOSC Insurance Services. Risk, Affiliation, Offering Entity Disclosure