Exit Planning for Business Owners & Business Succession Planning

Our firm works with business owners on exit planning and focuses on the business owner’s needs as well as the needs of the business for sustainability. We listen to what the business owner is trying to accomplish and work as a team alongside the business owner’s other advisors to develop proper entity/tax structures for the business owner to exit with tax efficiency. We counsel business owners on how best to prepare their businesses to achieve enhanced value and a successful transfer. We examine alternatives for business owners to pass on their businesses whether by sale/merger with a third party, by transfer to key employees, or by sale/gift to family members.

Call us at (504) 818-0401 or contact us online to benefit from our expert advice on charitable giving.