Closely-held Businesses and Business Succession

You know how to build a business. And whether you started from scratch or are a second-generation owner, everyone has a different idea of what business succession looks like. You may envision a gradual transition from the business in which you remain in an advisory role, or perhaps you want an outright sale with no further involvement in the company. Whatever your plans, we’ll help guide you through the transition and create a strategy for reducing your tax burden so you can achieve your personal financial goals.