Succession Planning

Specialized Planning and Strategy for Your Business Succession and Transition with TDT CPAs and Advisors

Setting You Up For Success

As a business owner, you’ve worked hard to build your operation, and it’s a big part of who you are. No matter how great the selling price, how capable your successor is, or how excited you are for the next phase of your life— change is difficult. It’s important to have a trusted team of advisors guiding you through the various aspects of business succession and transition.

You need financial information to make the best business decisions and move forward with confidence. That’s why we work alongside your attorneys, lenders, and other professional advisors to do so.

Examples of Succession Planning Components We’ve Worked On

  • Tax Implications of Deal Structure

  • Estate Tax Consideration

  • Building the Value of the Business Prior to Sale

  • Assessing the Ownership Interest of Key Employees

  • Educating Key Employees on Transition from Employee to Owner

  • Consideration of Gifting or Partial Gifting to Family Members

Take the First Step Towards Planning Your Succession
with TDT CPAs and Advisors!