Business Transitioning

When a business is in transition, it could be due to a sale, the next generation taking over, or an owner’s retirement is on the horizon. Transitioning businesses requires succession, retirement, and detailed estate planning. While most transition paths need the services a lawyer provides, principals ‘moving on’ also need sound financial plan options.

At Deeth & Co., we understand the business transfer process and how to transition your business to minimize tax liabilities when it takes place. Our goal is to protect your business value and increase your proceeds in these types of transaction.

Our skilled advisors can help you with:

• Business succession planning
• Retirement planning
• Trust and estate planning
• Will planning and existing will review