Business and Family Succession
Through the years, we have helped generations of owners through the ups and downs of their businesses. The issues surrounding business succession are more than just financial.
They can involve family dynamics which is a difficult area to navigate successfully. SME was founded on the cornerstone of servicing family businesses. Our professionals are trained to help you plan for the transition and guide you through the many challenges that arise during the life of a family business.
Whether you want to sell or merge your company, pass it down to the next generation, stay involved in the business or exit at a set time, we will give you the best possible advice concerning your particular situation.
Business Valuation
Compensation Structures
Creation of a process for addressing future business and family matters
Development of Financing Strategies
Estate and Gift Tax Planning
Family Limited Partnerships
Mergers, Acquisitions and the Sale of Businesses
Strategic Business and Personal Tax Planning, Preparation and Compliance
SWOT Analysis
Wealth Distribution Analysis, Transfer and Preservation