The final stage of an entrepreneur’s life is that time when he has to pass on the business to his successor. Senior members of the Company want to transition out of the day-to-day operations and appoint the management to the junior members. In other situations, a business owner may want to retire and plan to sell the business to a bigger competitor or simply selling his interest to his partner.

During this stage, you will need to explore all of your alternatives so you can form a good decision that will best meet your needs now and for the future. You may face serveral issues in coming up with your decision such as retirement, business valuation questions, corporate governance and risk management. Perhaps you will be concerned about your exposure to taxes once your interest is divested. You may want to study your options on how to minimize your tax and at the same maximize the selling price of your business.

Our Services:

  • Strategic Planning Advisory

  • Business Succession

  • Estate Succession

  • Tax Planning

  • Consulting Services


Guiding Your Business