Business Succession Planning

Choosing a successor to run your business could be a very easy task. On the other hand, it could be an extremely difficult decision. No matter the level of difficulty, establishing a business succession plan can be beneficial for owners to ensure a smooth transition due to retirement, death or disability. We look forward to discussing how we could help you with this task.

Our Services

Peoples Security Wealth Advisors offer Business Succession Planning to ensure that businesses continue to run effortlessly after the company's owners or executives move on. Our Business Succession Planner will meet with you to discuss your goals and objectives for the company, evaluate leaders within the company, and discuss replacement outside the company. Your succession plan should be evaluated annually or as changes in the company occur.

Business Succession Planning Team

To reach our Peoples Security Wealth Advisors - Business Succession Planning Team, email bsp@psbt.com.

Midge Kolojejchick

Michael "Midge" Kolojejchick

Wealth Advisor

phone | 570-955-1603
888-868-3858 x5509

cell | 570-574-3179

435 Wyoming Avenue
Kingston, PA 18704

Midge received his BS in Education/Social Studies from Bloomsburg University and has over 40 years’ experience in his field. He is currently responsible for life planning for business owners and servicing the needs of those owners to assist with their corporate governance and business transition.

Midge is a qualifying member of the Million Dollar Roundtable and holds FINRA Series 7, 63, 66, 24 registrations through LPL Financial.

Crystal Medina

Investment Assistant

phone | 570-504-0489
888-868-3858 x2332

150 North Washington Avenue
Scranton, PA 18503

Crystal is an Investment Assistant for Peoples Security Wealth Advisors located at the Corporate Office in Central City Scranton, PA. Crystal has over 10 years of experience serving in a variety of roles within the financial industry at Morgan Stanley Smith Barney, Mortgage Network, and Unique Financial.

Crystal manages the Wealth Advisory office in Scranton and is responsible for assisting the Wealth Advisors and their clients with solutions to distribution needs, paperwork completion and trade order executions.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Peoples Security Bank & Trust Company and Peoples Security Wealth Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Peoples Security Wealth Advisors, and may also be employees of Peoples Security Bank & Trust Company. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Peoples Security Bank & Trust Company or Peoples Security Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:

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May lose value

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