Succession Planning

Growing a family business takes years of hard work and dedication.  Eventually, everyone who owns a small business will choose to sell the business or to pass the business to a family member.

Tax planning is essential to exiting a business and is even more important when the business is passed to one or several family members.  When proper planning is not done, the tax bite can consume too much of the value of the business and in some cases, without good planning, even though a business is inherited, it must be sold in order to pay the tax bills to the IRS.

We can help you in combination with your estate planning with

  1. Business Valuation
  2. Tax Consequences
  3. Business Restructuring
  4. Business Sale – Tax Implications
  5. Minimizing Gift Taxes and Estate Taxes

Get a consultation from one of our specialists by completing the form below.

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