Succession Planning Consultants

Succession planning is not an event. It is a series of events that occur over time. Significant thought and planning should occur well before a business owner anticipates actually leaving the business. Succession planning involves taking the time to determine who is best suited to run the business for the next phase, time to teach others the intricacies of the operation, and the time and effort to instill in successors the values and mission of the company. In addition, there are several important elements in the financial strategy of a succession plan. Smith & Howard has significant experience in each of these areas:

  • Method of transfer (different implications for sole proprietorships, LLCs or corporations)
  • Gifting options
  • Trusts
  • Buy/Sell Agreements
  • Life Insurance

At Smith & Howard, our succession planning consultants bring their expertise and personal service to bear for our clients, helping them successfully navigate the succession planning maze so they can enjoy the rewards of their years of hard work.

Our succession planning consultants can help you with small business succession planning or any of the needs you may have as a proactive business owner. Just fill out the form on this page and a member of our team will be in touch with you.

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Our loyal staff is a testament to our culture and our clients. This is a great place to develop and sustain a career.

Marc A. Azar

Partner, Tax Services Leader