Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you remove yourself from the company's day to day operations. Whether it is a transition within a family-owned business or an outside successor, we can assist you. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan. The allocation of the business purchase price and structure of any business sale can have significant tax implications. Our highly qualified staff can help you negotiate the best terms.

Meet Our Business Succession Planning Experts

Jerome Case, CPA

Director

Jeffrey Fisher, CPA

Director

Ryan Falconbury, CPA, CVA

Tax Manager