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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.
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.
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