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Business Succession Planning

<strong>Cultivating Enduring Value&#160;</strong>

Cultivating Enduring Value 

You've worked hard building your business throughout your career. You may be planning on passing your business on to your family, or selling to partners, employees, or another company. Whichever choice you opt for there are some important planning steps to take to preserve the business you've built. 

We work collaboratively with your CPA and attorney to utilize the best strategy for your intended outcome. These strategies could include methods such as: 

  • Buy - Sell agreements
  • Installments sale
  • Grantor retained annuity trusts
  • Employee Stock Ownership Plan (ESOP) and 1042 Rollover
  • Gifting