We Are The Architects For Your Financial Future

We Are The Architects For Your Financial Future

BUSINESS SUCCESSION ADVISORS

Our experienced and knowledgeable team has encountered many different business succession scenarios. We understand complicated tax and inheritance laws. We can help get your finances in order and get your business ready to sell. Put our team to work for the future of your business.

SELLING A BUSINESS

When you prepare to sell a business, you need to have your financial house in order. Financial records, debts, and real estate assets need to be organized correctly. Our advisory team can help you prepare for the sale of your business. We can assess your current situation, discuss market value, capital gains, and other tax strategies. You do not want to go into a business sale unprepared.

MAXIMIZE PROFIT, MINIMIZE TAXES

Our goal when you sell your business is to get you the most profit, while paying the least amount of taxes. Our experienced team can guide you through the different strategies to make sure you don’t have any unexpected surprises. We have helped many business owners through these transactions, and we know how to handle them. If you are looking to sell your business or hand it off to a family member, contact us today.

PASSING A BUSINESS ON

If you are passing your business on to an heir, we can help prepare you. We understand inheritance tax regulations and can help you make a smooth transition. It is never too soon to set up your business succession planning. It is important to have a solid succession plan in place five to ten years before the transition occurs.

FAMILY BUSINESS SUCCESSION

For family businesses, succession planning is crucial. You need to determine who will run the business, who will handle the finances of the business, and who may want to be bought out. Collaborating with our team will ensure a smooth and efficient transition. The last thing you want is a situation where the business must be liquidated below market value. Don’t let this happen to your family business—plan now!

SOLE PROPRIETOR BUSINESS SUCCESSION

When the sole proprietor of a business passes away or retires, what happens to the business? Our business succession team can go over options for selling the business or passing it to a qualified heir. Many times, sole proprietors are the entire business. We can go over options for the future of the business before it is too late.

PREPARING FOR BUSINESS SUCCESSION

After your initial consultation, we can go to work putting together a blueprint for your business succession. Once we create a blueprint, you can put it into action knowing that you have done everything you can to protect your business and have a smooth transition. Don’t delay- meet with our trained advisors and prepare for your business succession now.

Helping People Create Sound


Financial


Solutions For Their Retirement Assets

Complimentary Consultation

Helping People Create Sound Financial Solutions For Their Retirement Assets

Complimentary Consultation