Business Succession Planning

Strategy for Taxes, Finances and more.

Partnering to make your business succession a success

Our team is uniquely skilled at helping business owners identify and execute strategies that best position their businesses to grow, then transition. We have a deep understanding of the complex tax, financial and legal nuances that can make or break a business transition.

With the combined expertise of Lodovico & Associates and ILG Private Wealth Management, we explore a business’ growth potential and create a path to maximize a business’ worth before, during, and after a transition in ownership.

What can you expect when succession planning with our team?

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