Succession Planning

Business owners need strategies for exiting their business whether by planned succession or business sale, or an unexpected or forced exit due to death, disability, divorce or as a result of fraudulent activities. Exiting your business will have significant financial and tax impacts that must be considered and addressed.

Our services include:

  • Advice for succession management, business structures and asset protection
  • Possible tax scenarios
  • Coordination of business valuations, buy-sell agreements
  • Personal risk and key man insurance strategies

  • Finance / lending services
  • Advice and coordination with legal representatives when preparing wills, testamentary trusts, shareholding agreements and group re-structures to ensure your financial and tax position is seamlessly integrated with your legal position and estate

Contact Targett Wellman today for expert business advice