If you 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 you're no longer running it?"
and "Will you 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 affairs. 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 - or both. Developing and implementing a well-designed succession plan is essential to the survival of a family business
from one generation to the next. We help you with these key issues -
What we do for you... Once we understand how you feel about the key issues above, we begin constructing your succession plan focusing on these 5 issues...
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Our firm serves Baltimore County, & the surrounding areas, with over 30 years of collective experience, specializing in meeting the needs of businesses. We uniquely provide our clients with customized tax, accounting, & consulting options to assist them the reducing tax liabilities & increasing revenue. Through our dedicated staff, we offer expert strategies for your business with the personal attention & professional results you deserve.
Fill out this form & we will happily offer you a FREE initial consultation to determine how we can best serve you.
Thank you for visiting & we look forward to working together!