Business Succession Planning

Most business owners haven’t planned how they will leave their business because they’re either too busy running the company or they’re not sure where to start. However, planning for how you will exit your business should be an integral part of your estate and retirement planning.

Proper planning now can provide you with retirement income, reduced income and estate taxes, and charitable giving opportunities - regardless of whether you transfer your business to family members, employees or an outside buyer.

Even if you don’t plan to stop working, it’s still wise to have a plan in case of something unforeseen, like a sudden illness or death. Let our firm help you get rid of the guesswork and start laying a solid foundation for the future.