Effective transition of your business to your successors is critical to its continued prosperity. With a solid background in tax, business succession and estate planning, and other financial matters, we are fully qualified to address the complex issues of business continuation.

Are you going to pass the business on to your family or sell it to a third party? We help you weigh the advantages and disadvantages of each of these options.

Management and ownership are not one and the same. You may decide to transfer management of your business to just one of your children but transfer equal shares of business ownership to all your children, whether they're actively involved in the business or not

The tax burden when transitioning a family business can be significant. The challenge is that a family business is not generally a liquid asset, but taxes are typically due when ownership is transferred.

We talk with each of the family members to ensure that they feel they a getting an equitable and fair share of the pie.