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Succession Planning

Plan for your future

If you are a business owner contemplating retirement, a succession plan is essential for the perpetuation of your business. Succession planning involves two parts, succession of management and succession of ownership.

We help you transition to a new management team and ownership, formulate plans that minimize tax burdens, complement estate plans, preserve family wealth, and provide a seamless transition into retirement.

Business succession comes in many different forms. We have experience with management buy-outs, family succession through gifting plans or stock sales, ESOP formation, and the sale of businesses.

Our professionals include some of the area's leading experts in corporate and personal income taxes, estate planning, business valuation, mergers and acquisitions, and management consulting.

Areas of Expertise

  • Business succession consulting
  • Retirement planning
  • Family wealth preservation
  • Personal and family tax analysis and planning
  • Estate and gift tax planning
  • Business valuation
  • Stock sale programs
  • Stock gifting programs
  • Assistance with Buy-Sell Agreements
Succession Planning

Want to learn more about our Succession Planning services?

Let's get to know each other, and see how Trout CPA can help with your needs.

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