Succession Planning Services for Your Business
Succession planning includes the evaluation of numerous business and personal factors. W&D’s professionals develop customized strategies to navigate an increasingly complex maze of alternatives.
Succession planning can include transferring your life’s work to family heirs, the handing down of a business to key employees, or the positioning of a company for sale. There are many considerations involved in finding the right succession plan for your situation.
We help you address issues such as restructuring the business, choice of entity, tax consequences, and retirement income projections. We are also sensitive to the many personal issues that affect any family business situation. Our goal is to structure a succession plan that meets the needs of all generations.
Our multidisciplinary team of professionals are knowledgeable and committed to helping implement a plan that will meet the needs of the company and the ownership, and also make sure that all the hard work of creating and growing a business is safeguarded.
Our succession planning services include:
- Business valuation
- Buy/sell agreements
- Tax planning
- Estate and gift tax planning
- Intra-family transfers
- Mergers and acquisitions
- Divisive reorganization
- Key employee buyout
- Minimization of estate and capital gain taxes
- Ownership and structuring control
- Retention of key employees
- Maintaining liquidity
Estate & gift tax planning
W&D has in-depth experience in estate, gift and generation skipping tax planning including trust structure and administration. Learn More.
