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Member American Institute of Certified Public Accountants
Maryland Association of Certified Public Accountants

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Succession Planning
Estate Planning Retirement Planning Succession Planning Financial Planning

 

 

As the owner of a closely held business, you may be facing issues such as how to create a smooth transition from senior family members to younger ones. When should you transfer ownership of the business? How much should be transferred? How do you equalize transfers between children who have different capabilities and interests? Should you have a buy-sell agreement in place? How can you retain a key employee who is not a family member? We can guide you through these tough issues.

 

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