Business Succession Planning

Succession Planning has always been an extremely important factor in the survival of both small businesses and large businesses. In the “business market” Core serves, we understand the importance of counseling clients regarding the construction of and ultimately the implementation of a well thought-out succession plan. Whether a client is inclined to transition their “business” to family members, “selling” the business to employees, or selling the business to a third party, Core provides consulting services related to the income and estate tax consequences, the entities to be utilized in implementing the succession plan, mitigation of the potential risks and liabilities associated with the succession plan, etc. Core views succession planning as the most important area of our practice and incorporates this understanding of importance in providing services in this area.

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