Succession and exit planning

Preparing your business for successful leadership transition requires experienced guidance to ensure a viable future for your organization. ELO CPAs & Advisors offers a depth of experience in creating actionable succession or exit plans that provide a clear path for a seamless process that benefits the company and individuals involved.

Whether your plans include family members, employees or an arrangement with external interests, we work hard to understand all possible scenarios and considerations in order to deliver an equitable and workable solution.

Putting off this important business decision can have negative effects on a business. Call us today to discuss preparing a viable succession or exit plan that fulfills your expectations.

Our Succession and Exit Planning Services Include:

  • Family organizations
  • Internal management/employees
  • Competitor interests or outside third parties
  • Buy-sell and non-compete agreements
  • Long-term tax considerations