Business Ownership and Succession Planning

A Process for Closely Held Businesses

As the owner of a closely held business, it is vital that your business succession plans will ensure that your objectives for your business and your family will be achieved.

Our Business Succession and Ownership Continuity Planning Process carefully analyzes your present arrangements and recommends modifications which will:

  • Complement your overall financial strategy with the goal of improving the probability of achieving your objectives
  • Enhance tax efficiency and cash flow

We then:

Collaborate with your legal and accounting professionals to implement the strategies you have chosen.

  • Meet regularly to update your Business Ownership and Succession Plan to help ensure they align with your objectives.

Contact us for more information.