Business Succession Planning

Business Succession Planning

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 development of a philanthropic family mission.


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