Succession Planning
About the Role
As trusted advisors, we assist business owners in securing financial independence by structuring their business in a way that promotes long-term success and stability. We work with business owners and their families to develop plans for transferring business ownership to the next generation or to new leadership.
Services Offered
- Assist with the internal transfer to a family member
- Identify a potential buyer(s)
- Business valuations in preparation for sale
- Buy and sell agreements
- Estate and trust tax planning
- Gift tax planning
- Retirement planning and tax projections
- Business restructuring
Approach
If you decide to sell, we work with you to identify the financial strengths and weaknesses of your business and develop a plan to maximize its value in preparation for sale. If you decide to keep the business in the family, we work with you to prepare your successor to take over the business or identify one if you haven't already done so.
Contact Information
Felle & Associates, SC
6855 Mariner Drive
Mount Pleasant, WI 53406
Phone: (262) 886-9640
Email: cpa@rightcpa.com