Succession Planning

A priority for any family-owned business.

Succession planning should be a priority for any family business. More than seven out of ten family-owned businesses fail to survive the transition from founder to second generation. We help you weigh key issues, the advantages and disadvantages of selling your business or keeping it in the family, realizing that ownership and management are not the same.

Ensure a smooth transition between you and the next generation. The Burkhalter Group will use your priorities to develop a plan based on these five issues:

  • Business Valuation
  • Business Restructuring
  • Tax Consequences
  • Retirement Projections
  • Tax Projections

Find out how our firm can help you and your business, schedule a consultation today.

Profitability. Protection. Peace of Mind.

We work on your business, so you can work in your business

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