Subscribe to our newsletter for monthly tax tips:

Succession Planning

Learn About Our Services

Providing Strategies for Transferring Business Ownership to the Next Generation - or New Leadership

Developing and implementing a well-designed succession plan is essential to the survival of any family business. Yet, while eighty-five percent of family-owned firms have identified a family member as a successor, just one in eight have a succession plan in place.

Are you one of them?

If you already have a succession plan in place, then you’re already on your way to a secure financial future, but if you don’t, we are here to help.

Succession Planning: The Cornerstone of Your Financial Future.

As trusted advisors, we assist business owners in securing financial independence by structuring their business in a way that promotes long-term success and stability. We work with business owners and their families to develop plans for transferring business ownership to the next generation or new leadership.

If you decide to sell, we work with you to identify the financial strengths and weaknesses of your business and develop a plan to maximize its value in preparation for sale. If you decide to keep the business in the family, we work with you to prepare your successor to take over the business or identify one if you haven’t already done so.

Succession planning services include:

  • Assist with the internal transfer to a family member
  • Identify a potential buyer(s)
  • Business valuations in preparation for sale
  • Buy and sell agreements
  • Estate and trust tax planning
  • Gift tax planning
  • Retirement planning and tax projections
  • Business restructuring

It's Never Too Early to Start Planning an Effective Business Exit Strategy.

If you need assistance figuring out which exit strategy is best for you and your business, simply fill out the contact form below or give us a call right now.


Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementsM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth Managements is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

Name
Phone
Email
Best Time To Call
Comments
CAPTCHA Image

[ Show a different Image ]