Estate and Succession Planning

We can help create a strategic plan for you and your business as you exit

At SBLR, we work with clients to help them explore their options for exiting the business so they can protect the value of their investment, reduce family discord, and minimize tax. 

Perhaps you’ll sell to an outside investor or a highly capable employee. Maybe you’ll pass the business down to your children. We can advise you in organizing your personal activities to safeguard a lifetime’s accumulation of wealth and turn it over in an orderly manner. In any case, the best time to plan for your business succession is well in advance of your expected retirement or sale date.

Our services include:

  • Investigating the options for exiting the business (i.e. liquidation, transfer to family member, third-party sale or management buy-out)

  • Developing an action plan to transition the business to the next generation

  • Addressing potential issues regarding family management succession

  • Strategic tax planning to maximize the proceeds of business disposition and after-tax cash to your family

  • Developing an action plan to increase the ‘transferable value’ of the business

  • Trust planning

  • Probate tax planning

  • Will planning

  • Life insurance planning

Contact us to start planning for the future of your business.