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Business Succession Planning

Many family businesses fail to survive the second generation, with even fewer surviving the third generation. Family dynamics often dictate that not all members of the succeeding generation will participate in the business. The estate transfer tax liability associated with the value of the business may have to be satisfied through a sale of assets of the business. Relationships with other business partners may have to be negotiated at the expense of the ongoing business.

Our business succession planning can help you and your family successfully transition your business from one generation to the next. We can help you to develop a comprehensive succession strategy and work with you to turn your successors into leaders by using innovative financial planning techniques to help you maximize your wealth and minimize your taxes.

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