Succession & Exit Plans
Succession & Exit Planning Services
Planning your eventual exit — whether through a sale, family transfer, or employee buyout — is essential for protecting the wealth you’ve built and ensuring a smooth transition.
I help business owners create tax-efficient exit strategies that align with both personal and business objectives.
Core Services:
- Comprehensive exit readiness assessments
- Tax-efficient succession to family members or key employees (including ESOPs)
- Pre-sale restructuring and planning under 2026 tax rules (OBBBA impacts on capital gains, QBI, and bonus depreciation)
- Estate and gift tax coordination with business transition
- Valuation support and deal structuring insights
- Multi-year planning to minimize taxes and maximize net proceeds
Too many owners wait until they receive an offer or face a health/family issue. Starting early gives you more options and better results.