Succession Planning Services
Having invested so much hard work, time and thought into running your own business throughout the years, it’s only natural that you would be concerned with ensuring its continued success after you’re no longer at the helm. Strategic succession planning allows you to be confident about the continuance of your business and equips you to deal with the often complex transition process.
Our detailed business succession planning services provide you, your family and your business with professional and experienced guidance, helping you to avoid the numerous complications inherent in the succession process. There are a variety of issues to consider, from the selection of your business’s next leader, the crafting of a buy-sell agreement in cases where there is more than one owner and the accurate valuation of your business to extensive retirement and estate planning in relation to your departure.
Our broad range of succession planning services can provide you with effective solutions regarding :
- Selection of a Successor
- Professional and Defensible Business Valuation
- Preparation and Implementation of a Buy-Sell Agreement, Where Needed
- Ensuring a Smooth, Successful Transition
- Managing Family Dynamics
- Assessing and Managing the Effects Your Departure on the Business
- Assessing the Extent and Impact of Tax Liabilities Associated with the Transition
- In-Depth Retirement Planning that Takes Into Account Your Departure from the Business
- In-Depth Estate Planning that Takes Into Account Your Departure from the Business
Proactive succession planning today can ensure a successful future for you, your family and your business.
Contact us or further information on the benefits and scope of our professional succession planning services.