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Transition and Succession Planning
When retirement is on the horizon or you’re stepping down, it’s essential that a succession plan be in place. Without it, gift and estate taxes and penalties can usurp your assets, and the business can end up in the hands of an incompetent employee or family member. CPA Corporation will work to help ensure the business you worked so hard to build remains intact, and a competent individual takes over the reigns.
Our Succession Planning Services Include:
- Strategic Business Planning
- Planning For Family-Owned or Closely-Held Businesses
- Merger and Acquisition Consulting
- Exit Strategies
- Management Consulting
- Employee Stock Ownership (ESOP) Plans
- Estate Planning
- Tax Consulting
- Cultural Compatibility Analysis
- Buy/Sell Agreements
- Valuation Services
For more information on our Succession Planning Services, email Fred Crooks at fcrooks@cpacorporation.com , call 916-782-8500 or simply click here.