Business Succession

Preparing for Business Succession and Growth

Most owners don’t do succession planning for understandable reasons; it requires difficult conversations about the company's value and risks, retirement, health and aging, and family relationships. 

We designed and continually improve our planning process for family businesses to be practical and increase your net valuation. We got our start here more than twenty years ago.

Whether your business exit is one year away or twenty, the largest threats to your wealth are taxes and the service sector in which the business operates. MyWealthTicket ™ is our four-pillar planning success road map. It connects the current view of your business and personal financial situation with goals for growth, income, asset protection, and estate planning. We start by asking you to complete an assessment of your business, its people, markets, and products, and we examine your tax position for improvement opportunities.

All our business clients receive valuation and tax reports as part of our planning, not once but yearly.

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