BUSINESS SUCCESSION PLANNING

Do you desire your business to continue for generations to come? 

 

Are you planning on a sale to a key employee or family member to provide retirement income? 

 

Is managing the tax consequence of the transfer important to you?

 

Planning for closely held or family-owned businesses is what we do.  We help you think through what should happen to the business at the death, disability or retirement of an owner.

 

Our focus is on your goals, considering tax management strategies, and coordinating with your personal estate plan to make sure that control and value of the business is maintained.

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Financial plan recommendations can be implemented with the advisor of your choosing.

Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.