Succession Planning

Survival of Family Business

Although eighty percent of family-owned businesses have appointed a family member as a successor, only one in eight has a succession plan in place. If you already have a succession plan in place, then you are already on your way to a stable financial future, but we’re here to help if you don’t.

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    Creating a
    Well-Designed Succession Plan Is Crucial

    If you want to keep the company in the family, we will work with you to train your successor to take over the company or find one if you have not already done so. As trusted advisors, by structuring their company to facilitate long-term growth and prosperity, we help business owners secure financial independence.

    We collaborate with business owners and their families to create strategies to transition business ownership to the next generation. When you want to sell, we work with you to define your company’s financial strengths and weaknesses and create a strategy to optimize its value.

    What We Do For You

    Assist in transition to a family member
    Identify a likely buyer (s)
    Preparation for sale, company valuations
    Agreements to purchase and sell
    Planning for land and trust taxes
    Planning gift taxes and retirement
    Tax forecasts for retirement
    Restructuring Company

    Ready to get started?

    To start working with us call at 404-900-1040!
    Book an Appoıntment

    What Our Customers Say

    We believe that our clients’ success equals our success. We understand you and your business' needs.