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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.


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Have a question or want to discuss your specific need? Contact Us or submit your inquiry using the form below.