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Succession Planning

The need for business succession is an essential component for anyone involved in an ownership position or anyone contemplating becoming an owner. Planning for the business executive of a closely held and/or family-owned company involves special tax and non-tax considerations. Some of the primary goals of such executives include:


  • Maintaining control of the business among desired individuals during their lifetime and at death.

  • Providing adequate income during retirement and for your family upon your death.

  • Minimizing estate and gift tax liability.

Succession planning is essential to ensure the continuity of your business. The professionals at The Center will:

  • Consider the impact of the tax laws.

  • Create a plan to maximize your benefits.

  • Develop a succession strategy.

  • Negotiate and implement the transfer of your company.​

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