Services

  1. Services
  2. Business & Transaction Advisory
  3. Succession Planning

Overview

Transitioning your company to the next generation of leaders can be a complex, emotional experience. GJM has helped numerous business owners anticipate and plan for these events. Our experienced professionals will help you explore all of your options, including a sale or gifting to family members, current management or an outside third-party buyer. We’ll be by your side to ensure a smooth and successful transfer.

The benefits of GJM’s succession planning services include:

  • Analysis of the tax implications and timing of sale
  • Peace of mind that your affairs are in order and the future of your business is secure
  • An understanding of all succession options – you have more than one – to help you select a transition method that best matches your goals

Questions? Ask an Expert

David Baymiller

CPA

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