Our Service

Business Succession Planning

To learn more about how this service could benefit you, email us at [email protected]

Effective coordination of the transition of your business is critical to ensure its continued success once you decide to remove yourself from the company’s day-to-day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.


Recent Accomplishments

Use of ESOP to fund retiring shareholder's exit and preserve business legacy.

Development of successful succession plan for a large professional group, including reduction of phantom income and navigation of S corporation redemption provisions.

Regular participation in family board meetings designed to effectively pass the leadership role from one generation to the next.

Use of a private foundation as a way to promote family unity and the development of a philanthropic family mission.