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Business Transition Services

Offering a robust line of products to meet your personal and business needs

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Objective guidance for successful business transitions

You’ve devoted a lifetime to building a successful business. When it comes to a transition, such as a sale of the business or transferring ownership to a family member of key employee, we are ready to ensure you maximize the value you’ve built. Our team can assist with the structure of the transaction and the timing of payouts to minimize the tax burden, and maximize your after-tax proceeds.

Our business transition services include:

  • Business valuation assistance
  • Business restructuring
  • Buy-sell consulting
  • Tax planning & projections
  • Discretionary earnings analysis
  • Retirement and deferred compensation resources