Estate Planning

We cannot emphasize enough the need for good planning at all stages of your life. Near the end of your career your thoughts will turn to the future of your business.

ESTATE PLANNING

We cannot emphasize enough the need for good planning at all stages of your life. Near the end of your career your thoughts will turn to the future of your business. Generally you have three options: sell the company to a stranger or to someone in your management team; transition the company to your children; or let your customer base decline in a managed way while you reduce your hours as your customers retire. We can help you explore your options, and ensure that your company is structured in a way to make it attractive to potential buyers, and to maximize the tax benefits available.