Small Business Owner’s Exit & Succession Planning

As we all know, there are only a few certainties in life: Death and Taxes. It’s not surprising that few successful small business owners realize or want to realize the biggest dilemma they will face one day, “How do I exit and when?” The failure of business owners to plan effectively for succession can lead to an unfavorable and painful transition.

Our business advisors will assist you by helping you understand the following:

•  The importance of having a good succession plan or exit strategy
•  The potential stakeholder barriers, timing, and stages in the exit or succession planning
•  A few important plans that will impact the nature and timing of the final exit strategy
•  The actual implementation process of the succession plan
•  Tax Considerations--the IRS has great information on tax strategy.