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Business Succession Planning

You’ve worked hard building your business and you want to ensure that the next generation is prepared to carry on what you started. You’ll likely only transition one business in your lifetime, whereas we’ve helped many businesses over the decades and can help you avoid common pitfalls, make sure every action has been carefully considered, and understand issues pertaining to the succession while keeping at the forefront of the conversation the very personal aspects of your transaction.

 

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“Howard audited our books, advised us on taxes, and assisted in financial planning.  He was instrumental in advising us on selling the business. He put together the financial part of the presentation...
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Steve Cohen
Retired business owner