Succession Planning
Planning for the Future of Your Business
Succession planning is essential for business owners looking to transition their company smoothly and efficiently. Whether you plan to sell your business, pass it on to family members, or merge with a larger company, having a well-structured plan ensures financial stability, minimizes tax burdens, and protects your legacy.
Key Considerations for Succession Planning
✔ Selling to Employees – An Employee Stock Ownership Plan (ESOP) may be an option, allowing employees to gradually take ownership while providing tax advantages.
✔ Selling to a Larger Company – If you're considering an acquisition, we help structure the sale to maximize your after-tax proceeds and ensure a seamless transition.
✔ Passing the Business to Family or Partners – Transitioning ownership to children or business partners requires careful tax and estate planning to ensure financial security and fairness.
Tailored Succession Planning for Small Businesses
Unlike generic succession planning templates, we take a customized approach, analyzing your unique financial position, business goals, and tax implications to develop the best strategy for you. Our CPAs guide you through:
✔ Tax-Efficient Exit Strategies – Minimizing capital gains and estate taxes.
✔ Business Valuation & Financial Forecasting – Ensuring you receive fair market value for your business.
✔ Legal & Compliance Considerations – Navigating regulatory requirements to prevent complications.
✔ Long-Term Profit & Wealth Preservation – Helping you optimize your financial future.
Call 562.495.3331 to start planning your business transition today!
why choose Holmes & Associates?
Holmes & Associates, CPAs has been in business for over 40 years and boasts an elite team of tax professionals. Click HERE to learn about Long Beach’s Best CPA firm.
Free Tax Analysis and Consultation
Holmes & Associates, CPAs offers a Free Tax Return Analysis. This is a fast, but thorough process where we go through the financial health of your small business and financials. Our CPAs look at your books, tax write offs, tax deductions, financial statements and in less than hour we will have a full report on how you can increase your bottom line and save money.
This is a totally FREE service. You have nothing to lose and everything to gain by letting our CPA firm analyze your small business.