Business & Succession Planning

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For most family and closely-held businesses, planning for the succession or exit of an owner out of your business can be a daunting challenge.  Whether you’re planning a successful succession or exit, we can help you experience peace of mind through customized planning.  We assist clients in transitioning businesses to:

  • Heirs
  • Key Employees
  • Employee Stock Ownership Plan (ESOP)
  • Third-Party

In creating a plan for your successful business exit, we help you consider the most crucial and complicated aspects of your business, including:

  • Lifestyle and financial goals upon exiting
  • Timeline to exit from the business
  • Available non-business resources to meet financial goals
  • Maximizing the value of the business
  • Tax cost of the liquidity event of the business
  • Post-transition estate and legacy planning

The value of developing a formal, written business exit plan cannot be overestimated for what will likely be the single, most significant financial event of your lifetime, the transition out of your business.

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