Who will take over your business? Should it be a family member? How will the wealth of the company be distributed? How will estate taxes affect the company? How will leadership be transferred? Your goals as a current owner, your family’s goals, and your company’s goals must all be considered in a successful succession plan.
We Can Help.
Hunter Group CPA LLC, together with our professional colleagues networked across the USA, share national experience as leaders in planning for the special accounting and consulting needs of the family and owner-managed business. We have access to the specialized training and expertise of more than 2,000 CPAs across the country.
We provide both sophisticated financial planning and comprehensive help with business and interpersonal issues. This enables you to design and integrate the four plans described above which you need for the future success of your family business.
Financial Services include:
- Wealth transfer and preservation
- Improvement of cash flow
- Business and personal tax planning
- Business valuations and structures
- Business profitability enhancements
- Family compensation structures
Personnel Services include:
- Improving communication
- Clarifying goals
- Establishing commitments
- Developing performance standards
- Building trust and creating a process for addressing future business and family matters.