succession planning

Building Success into Succession Planning


Every day you make difficult decisions for your business.  While some decisions have more emotion tied to them than others, you continually weigh the pros and cons and then do what is best for everyone involved. 

One of the most important decisions to make today is to plan what will happen to your business when you are no longer involved.  Who will take over?  How much will your heirs inherit?  Is your estate protected from unnecessary taxes?


These issues are not easily resolved.  But taking time now to make difficult and essential decisions can prevent unintended and even disastrous consequences such as excess estate taxes, family arguments and business chaos that can occur upon the removal of a significant owner.


The future success of your business is at stake.  Let SF&Company develop a well-thought-out succession plan ensuring business continuity and the ongoing well-being of your family and employees. 


Work with us to choose one of the various options to transfer your business to an owner-manager, owner-investor, or other entity in a hybrid model.  Our firm can assist you in developing the succession plan that is right for you, your company, your tax situation and your heirs including:


  • Installment Sale
  • IntraFamily Sale
  • Irrevocable Life Insurance Trust
  • Outright Transfer
  • Private Annuity
  • Redemption, including a Buy-Sell Agreement or Cross-Purchase Sale


Benefits of Our Services

Well-Trained and Experienced Staff SF&Company has prepared many succession plans for businesses like yours. We understand both the monetary and emotional aspects of the process and will create a plan of succession that is beneficial for all involved.

Financial Expertise SF&Company will assist you in identifying a fair value for your company and formulating a plan to help you transfer your business to the next generation, leaving it in capable hands.

Value-Added Advice While we prepare your succession plan, we will structure it in order to reduce the tax burden and help fulfill your personal objectives, as well as those of your company and your family.

Practice Leader:  Claire Weaver, CPA, CSEP, AEP, Shareholder