Business Succession Planning

Enhancing Financial Decision Making℠

You aren’t planning on working for the rest of your life — right?

 

Executive Strategy

If you’re like most business owners or executives, you’ve probably considered how you are going to exit your business. You may have thought of going public, selling, or retiring and handing over the keys to your family.

Whether your business is small or large, a business continuation plan should be a part of your overall business strategy. This type of planning covers planned exits as well as what would happen to your business due to an unplanned death or illness.

At Ascend Planning & Consulting, LLC, we are poised to help you develop strategies designed to fit into the vision you have for yourself, your company, and perhaps even your family legacy.

Planning your or your top staff’s exit is a big undertaking.

No matter how you exit — there are many implications on employees, your business structure, its assets, and your tax obligations. Along with your other professional advisors, we can help you develop the most appropriate plan for your unique circumstance. Contact us today to find out more.