Succession Planning With Confidence

Everyone will exit their business at some time. The goal is to maximize that value and minimize taxes through succession planning. The first rule is to understand no one buys a job, they buy a business that creates a cash flow after it pays a fair salary to employees for running the business.

Trust the experts for Exit and Succession Planning
We can help you:
  • Maximize the value of the business
  • Minimize the income tax from the business sale
  • Negotiate the sale
  • Work on the transition plan so the customers and employees transfer to the buyer
  • Transition to life after business succession
  • Work with you to plan for an ever increasing cash flow in retirement

Business succession planning is one of the most important small business activities you will undertake. The planning starts years ahead. Think of us like an airline pilot who constantly makes adjustments as the wind blows the plane off course. We guide the plane plane to the destination and negotiate the nice safe landing without any surprises. Our compassionate caring team will be with you every step of the way.

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Our Award-Winning Book

Bert Doerhoff co-authored the book with six steps that will make your business dreams reality.
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