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.