Explore Succession Planning Package

We offer the development and implementation of a well-designed succession plan which can be critical to a family business's sustainability from generation to generation.

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succession planning, business planning

Keeping it in the family

Do you wish to pass your company on to your children or sell it to a third party? We assist you in weighing the benefits and drawbacks of each of these alternatives.

succession planning, business planning

Who's going to run the business when you're gone?

We handle ownership and share transfer.

succession planning, business planning

Minimizing the tax bite

We assist clients in overcoming obstacles such as the fact that a family business is not normally a liquid asset, but taxes are usually owed when ownership is transferred.

succession planning, business planning

Making it fair

Individual family members are frequently stressed when family ownership is transferred. We contact each family member to make sure they feel like they're getting a fair and equal portion of the pie.

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(513) 802-9729

Information presented on this website is not intended as tax or legal advice. You are encouraged to seek tax or legal advice from a qualified professional.