Planning for Succession Ahead of Time Secures the Future of Your Company

It is essential to plan succession correctly and ahead of time in order to secure the future of both the company and those who own it.

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Company Succession

Why Planning is Important

Planning your business’s future early and wisely will allow you to relax and enjoy your retirement later on. Once the succession of the company has been organized and the transition has been arranged, you can look to the future with confidence.

Tax advantages from the transfer of the company can be taken advantage of. An optimal retirement timeline can be planned. The business can be used to safeguard that retirement well into old age.

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When Should You Begin Company Succession Planning?

When should you begin company succession planning?

The succession of a company should be planned well in advance. When exactly the right time is depends on the type and structure of the company. As a general rule, however, succession planning for a company should be started at least 10 years before the owner plans to retire.

The Consulting Services We Offer

Our custom-tailored guidance helps you maximize efficiency while optimizing your tax liability:


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Do you want to reduce your tax burden? Are you planning on using real estate as a vehicle to preserve and grow your wealth? Has your business grown substantially and you want to minimize or diversify your risk? There are many reasons why an enterprise might change its legal form. The important thing is to consider the tax and other business implications before making the conversion. We would be happy to advise you.


The transfer of wealth. If assets are transferred during a person’s lifetime, this constitutes a gift. Assets bequeathed after death are considered inheritance. If you need help with an inheritance or want to plan the transfer of your assets, we can be a partner at your side.