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Business Succession

  • Analyze present succession plan.  
  • Determine the effectiveness of your present plan and recommend changes as needed. 
  • Coordinate this plan with your estate planning.
  • Make a preliminary determination of the reasonableness of existing estimates of the value of your business. (Value to be based upon accountant’s value, outside evaluation or your estimate.)
  • Illustrate the economics of the several alternatives available to fund business agreements.
  • Discuss methods to help minimize the tax liabilities incurred in business transfer transactions.
What type of business owner are you?

What type of business owner are you?

At some point you WILL exit your business. The question is- are you ready? If so, what does that mean to you? Consider taking our Business Exit Readiness Survey to assess when you will be ready to exit your business. 

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What keeps you up at night?

What keeps you up at night?

Most business owners live their business day and night. We know you have a lot on your mind that can keep you up at night. We can help with those 2:00 AM questions.

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Have you heard of the Value Gap?

Have you heard of the Value Gap?

We know that the day-to-day responsibilities of running a successful business leave little time to think about your own future. Have you thought about what life will look like after you are done running you business and how will you get there? Do you know your Value Gap?

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How do I tap into the wealth of my company?

How do I tap into the wealth of my company?

Financial security depends largely on converting your business assets to cash in the most tax-advantage manner. We can help assist you in potentially maximizing the sale of your company and provide access to capital if further investment is needed to improve its value.

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

FWM@LFG.com   |  (724) 940-6319

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