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Business Transition Planning

Often your business is your retirement plan, or a major portion of it. Let us help you design a strategic transition plan to develop the best methods to maximize income and minimize your income taxes.

Whether you have family members or non-family members that are interested in continuing your business legacy, we can help you create a balanced transition plan that will factor in all of the possible dynamics involved.

Included with your business transition plan is a comprehensive personal financial plan that considers your business as a part of your total retirement picture.