Exit planning 和 succession planning are two different sets of services related to the turnover of a business from one owner to another. 老葡京手机app has expertise helping with both kinds of transitions.
Whether our professionals are engaged to help a retiring business owner protect their assets as they transition to the next phase of life with financial goals in place related to their 房地产, 退休, 和 education for family members or matters of daily cash flow, or facilitating the valuation of a business for purposes of a sale, our accountants deliver the kind of in-depth service that significant lessens the possibility that some important financial consideration will be forgotten or neglected.
Exit Planning for Business Owners – 财务规划 和 Estate Planning to Protect Your Assets
Business owners preparing to leave their business behind face a significant number of financial 和 emotional factors. 老葡京手机app can help you set clear 和 reasonable financial goals for your future, assist in areas of the sale including underst和ing your desired outcomes for employees, 协助 valuation of the business 和 an analysis of important 税收方面的考虑 to help you minimize your liability. We also recognize that you may need the support of other professionals such as an investment advisor or attorney. Our exit planning expertise includes working relationships with other professional service providers. We can deliver the financial expertise you need while also recommending other individuals who can assist in your transition.
接班人计划
Succession planning is very often a component of an exit planning engagement service delivered to a business owner but has independent elements that make it a valuable service to other stakeholders including the individual or entity purchasing the owner’s business. 老葡京手机app can assist in developing a plan to manage all aspects of the succession, identifying talent 和 skill sets that will facilitate a successful transition, identify considerations related to 估值 和 合并 if that is how the business will succeed to a new owner, operational 和 workforce continuity considerations, 和重要的 税收方面的考虑 for the business 和 the exiting owner.
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