Business Succession & Estate Planning
SME’s professionals know what it takes to make and keep a business successful. Whether you seek traditional approaches or innovative ideas let SME be the sounding board for your business’s future.
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.
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, SME’s team of CPA experts will give you the best possible advice concerning your particular situation. We can help you minimize tax burdens, maximize operational efficiency, navigate family business relationships or evaluate a business you plan to acquire.
- Business, Individual and Family Advisory and Succession Services
- Cash Flow Management
- Compensation Structures
- Creation of a process for addressing future business and family matters
- Development of Financing Strategies
- Estate Tax Planning
- Family Limited Partnerships
- Gift Tax Planning
- Installation and Review of Accounting Systems
- Internal Control Assessments
- Mediation and Alternative Dispute Resolution
- Mergers, Acquisitions and Sale of Businesses
- SWOT Analysis
- Tax Planning, Preparation and Compliance