Planning and Managing Business Transitions
When retirement comes, the business you’ve worked so hard to build doesn’t have to retire with you. With proper succession planning, your company’s legacy can continue well into the future—helping to ensure that you, your family, and business partners have a continued source of income. We’ll consult with your tax, legal, and accounting advisors to create a succession plan that will:
- Protect your business
- Manage liquidity and cash flow
- Leverage tax-advantaged strategies for sale or transfer
- Account for any necessary debt structuring or restructuring
We would love the opportunity to work with you and invite you to meet with a Private Client Advisor.