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A business Succession/Exit Plan can provide an immediate increase in business value. In addition, our Succession/Exit Plans preserve the value of the business and provides protection for the business, the owner and their family. A well developed Succession/Exit Plan allows a business owner to retain control of their company regardless of what the future may bring.
In our Succession/Exit Plans, we also explore exit strategies and create tactics to achieve a business owners exit goals. We set goals and groom a business for transfer (sale). We explore the effect of income, capital gains, estate and gift taxes, as well as addressing the particular complexities of a transfer (sale) to third parties, family members or key employees.