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Business Succession Planning

Business Succession Planning

The path to Sussession requires a plan. Whether you're passing the business to a family member or transferring ownership through estate planning, you need to review the options and be sure a plan is in place. 

Multiple types of taxes must be considered when planning for succession. Tax exposure arises when one generation gives way to the next generation. In this case, succession planning and estate planning become intertwined.

We can assist you in evaluating the most advantageous form of succession for you and your successor(s). 

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