Business Succession

Whether you plan to sell your business or transition it to the next generation there will be decisions to make and planning to be completed.

To maximize proceeds and/or minimize tax, planning must begin well in advance of the anticipated transition date. Putting in place a formal succession plan will ensure stability for employees and customers through the transition period as well as ensure a stable and predictable retirement income stream for the owner.

To help you stay informed, we have prepared an article to go over whether to sell or succeed. Get a copy of the article for free today! 

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