跳到内容

Succession Planning

If 你 own a family business, retirement isn't simply a matter of deciding not to go into the office anymore. You've got some critical questions to answer like...

"What happens to the business when 你're no longer 运行它?”,

"Will 你 have enough money to retire?"

The family dynamic complicates the whole transition because of the relationships and emotions involved. Most people are not comfortable discussing topics such as aging, death, and financial af公平s.

Comfortable or not, succession planning should be a priority for any family business considering that more than seven out of ten family-owned businesses fail to survive the transition from founder to second generation, typically falling prey either to estate taxes or family discord - 或两个.

Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the 下一个.


我们帮助你 with these key issues -

  • 保持它 在家里. Are 你 going to pass the business on to 你r family or sell it to a third 聚会,派对? 我们帮助你 weigh the advantages and disadvantages of each of these 选项.
  • 是谁 going to run the business when 你're gone? Management and ownership are not one and the same. You may decide to transfer management of 你r business to just one of 你r children but transfer equal shares of business ownership to all 你r children, whether they're actively involved in the business or not.
  • 最小化 税收问题. The tax burden when transitioning a family business can be significant. The challenge is that a family business is not generally a liquid asset, but taxes are typically due when ownership is transferred.
  • 使它 公平. Transferring family ownership often adds a tremendous amount of stress to individual family members. We talk with each of the family members to ensure that they feel they a getting an equitable and 公平 share of the 派.

我们做什么 你...

一旦我们 understand how 你 feel about the key issues above, we begin constructing 你r succession plan focusing on these five issues...

  1. 业务 估值
  2. 业务 重组
  3. 税 后果
  4. 退休 预测
  5. 税 预测

让我们来帮你 pass on what has taken a lifetime to build by contacting someone at our office.


Select which services 你 are interested in:
(Select all that apply)
We take care of 你r books for 你, so 你 can get back to the job of running 你r business and generating profits.
了解更多...
We offer payroll solutions that meet 你r business's needs and enable 你 to spend time doing what 你 do best--running 你r company.
了解更多...
We offer a variety of services to help make sure that 你 are taking full advantage of Quickbooks' many features.
了解更多...
We're here to help 你 resolve 你r tax problems and put an end to the misery that the IRS can put 你 through.
了解更多...
We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of 你r wealth.
了解更多...

写一篇评论

© Blankenship CPA Group, PLLC 2024