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?
- Provide guidance on the process of selling a business
- Leverage a strategic business exit plan
- Navigate ownership transitions within family businesses
- Determine the true value of your business
- Assess if your business is ready to sell or transition
- Establish key performance and growth strategies for a future ownership transition
- Plan for contingencies and be ready to transition
- Create tax strategies to minimize your tax implications
