261 Old York Road
It’s critical business owners have a succession plan in place before they’re ready to exit a company. If your wealth is tied up in your business, a lack of formal succession planning could be financially and emotionally devastating. We help clients identify why, when, and how to transfer their business and determine a tax-efficient way to do so.
We can help put you in an optimal position when it comes time to file your tax returns. Let us know how we can help.