SUCCESSION PLANNING

Effective coordination of the transition of your business to your successors 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.  Great succession planning starts with listening to the key decision makers and understanding their goals, as opposed to beginning with products and cookie-cutter solutions.  We believe in the team approach working with your attorney and financial planner to achieve an optimal result.