It's inevitable. Every business owner will face the challenge of succession planning someday. For you, the owner
of a privately held business, it can be made more difficult by the inclusion of family issues. To create your
succession plan we blend the insight of a tax specialist and attorney with the caring ear of a business partner.
Planning for the ultimate sale of your business or the transfer of the business to the next generation is
often the most significant financial decision you will make as it relates to having both a successful plan
for retirement and an estate plan that meets your goals.
We are skilled in the numerous strategies and complex concepts confronting you, and we convert these into
straightforward, understandable solutions. We don't let the strategy drive the planning process; rather, we deal
with your personal and business concerns.
We have listened to the innermost thoughts of thousands of people just like you. Their concerns – not just tax
issues – become the central input of the master plan's framework. Tax laws are complex. There are no "off-the-shelf"
solutions. Helping you transfer your business to the next generation is a job we take as seriously as you do.
Call us today to begin planning.
96 Nelson Street
P.O. Box 367
91 Main Street South
P.O. Box 57