Succession Planning

Small business owners work hard to create a successful business and a well executed succession plan is the key to insure your company will continue in the future once you have retired. At Jeffrey Schwartz CPA PC we will examine the issues of keeping the business in the family, who is going to run the day-to-day operations, what are the roles and responsibilities of family members and minimizing the tax liability during the transfer or sale.

Our services include:

Business Valuation

Business Restructuring

Tax Consequences

Tax Projections

Retirement Projections