Succession Planning
You’ve worked hard at your business. When it’s time to move to your next chapter you just don’t want to stop working without a transition plan. You’d like to see your business move to the next level but maybe with less of you involved. Do you have a son or daughter who is your take over partner? Maybe a key employee who is ready to take the reigns? Your business is valuable and the transition plan can be complicated. Taxes, payouts, future income, and stock transfer is part of what we can help sort out. We look at the value of your business and determine the best way to succeed to the next generation.