Business Succession

Business ownership brings its own set of responsibilities. Changing
your current business structure or successfully transferring
your business before you retire requires careful planning. Since
many clients are faced with intangibles such as personal emotions,
family relationships, and business associations, the objectivity
of an experienced professional can facilitate the process. A comprehensive
business succession plan can help you address your specific
needs such as:

  • Growing your business
  • Protecting your assets
  • Ensuring the continuation and succession of your business
  • Potentially reducing taxes
  • Promoting, recruiting, retaining, and rewarding your key
    employees
  • Potentially Maximizing your compensation benefits
  • Providing for estate equalization
  • Promoting family harmony

Calculators

Newsletters

  • Dealing with Divorce

    Some considerations for a divorcing couple who are dividing marital assets, such as retirement accounts, and filing for Social Security.

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