Our Business Succession Consulting Services
Estate & Tax Planning
To ensure a smooth transition, we’ll structure your business succession plan to minimize capital gains, gift, and estate taxes while integrating important aspects like asset protection.
Transition Planning
To protect your best interests, we’ll look at a variety of options, including: buy-sell agreements, management buyouts (MBOs), and employee stock ownership plans (ESOPs).
Trust Management
Establishing a custom trust can be an effective way to pass on wealth during a business transition. We can explain the pros and cons and help set up and manage any trusts you wish to open.
Philanthropic Planning
Transitioning away from a business can be an opportune time to set up legacy gifts or annual philanthropic efforts. We’ll develop planned giving strategies that benefit your community while using the appropriate tax breaks.
Personalized Transition Plan
No two businesses are exactly alike. Each one has its own unique blend of structure, leaders, and future plans. To ensure we meet every single need of your business succession, our transition specialists will create a process specific to you.