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Small Business Succession Plans

Learn from yesterday, live for today, plan for tomorrow

Business Succession Planning

Owning a business is time consuming and often hectic. It doesn’t leave you a lot of time to think about what you want to have happen to it when you are no longer willing or able to run it. The growth and success of the business can be hindered without a comprehensive business succession plan in place. We help clients make the tough decisions that must be made.

Some key questions that need to be answered:

  1.   Who will own the company?
  2.   Who will manage the company?
  3.   Will the transition create any gift tax issues?
  4.   Is your buy sell agreement well prepared?
  5.   What will the business look like in the future?

When you are ready, we are here to help you through each step of the process. Whatever your situation, there is a way for you to reach your business’ succession goals. With our down to earth approach and affordable pricing, we are the perfect fit for small business owners. Contact us today no matter your objectives or unique goals. We will draft the necessary legal documents and ensure that the appropriate business structure is in place for your asset’s protection.

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