Business Succession Planning

Succession planning is critical to maintaining and increasing the value of your business as well as preserving and enhancing the business owner’s wealth. Waiting until the last minute will not only damage your retirement opportunities but could damage the current state of the business. Developing leaders and offering key employees insight to the future of the company beyond the business owners, instills a long-term vision of opportunities.

Set your Charlotte business up for future success with our business succession planning services.

How Do Our Business Advisors Map Your Succession Plan

We listen. Our business advisors ask the right questions to understand what is most important to you and your business.

We evaluate the information and provide what the different scenarios might look like upon retirement and then propose the guide to make your ideal scenario come to fruition.

You need a business advisor/CPA who can see the big picture. We can determine the employment needs, ownership opportunities, cash flow commitments, tax implications and risk associated with your choices.

Important Considerations for Business Succession Planning

  • Family-owned businesses harmony maintenance
  • Impact to different business entities
  • Tax implications
  • Establishing a value
  • Marketability of your business
  • Compensation planning
  • Life insurance planning
  • Monitoring and reviewing your plan
  • Retirement plan analysis
  • Defined Benefit and Profit Sharing Options

As a business owner and employer, the process of retirement is far more complex. The guidance of a CPA/business advisor is invaluable to avoiding costly pitfalls and mismanagement. An effective plan will take years to cultivate and develop into a successful succession plan. Begin discussing with our business advisors today…it is never too early!

Contact Fisher, P.A. for the Best Business Succession Planning Services

At Fisher, P.A., we pride ourselves on providing the best business succession planning services in the industry. With our deep understanding of the complexities involved in transitioning a business, we offer comprehensive and customized solutions tailored to the unique needs and goals of each client. Our team of experienced professionals brings a wealth of knowledge in estate planning, tax strategies, and business valuation to the table, allowing us to navigate the intricacies of succession planning with precision and expertise. We take a proactive approach, working closely with business owners to develop personalized succession plans that ensure a seamless transfer of ownership while preserving the business's legacy and maximizing its value. With our meticulous attention to detail, strategic guidance, and unwavering commitment to our clients' success, Fisher, P.A. is the trusted choice for businesses seeking the very best in business succession planning services.