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Succession Planning

AAF’s succession planning solutions ensure that your business remains profitable after a transition, and personal finances continue to support your financial and life goals.

Succession Planning

Business Succession Planning

Few events in the life of a business are as critical, visible, or stressful as when ownership or leadership changes. A transfer of ownership or leadership could happen along a planned timeline, or as a result of sudden or unforeseen circumstances. The most successful business transfers are the ones that are properly planned in advance.

Succession planning is an essential element of any closely-held business. The tax and business structure of the plan affects the value of the company, the owner’s personal wealth, and the amount of wealth that is passed along to future generations.

AAF has delivered trusted transition solutions since its inception in 1972. We have over 40 years of experience in helping business owners to create sustainable and transferable value in their business, and achieve a well-prepared and successful exit.

AAF’s Succession Planning Solutions Include:

  • Business valuations
  • Due diligence processes
  • Buy/sell agreements
  • Estate & gift tax planning
  • Life insurance evaluation
  • Retirement planning and projections
  • Business restructuring
  • Transaction structure analysis
  • Family governance
  • Management skills assessment
  • Leadership development and transition programs
  • Business and personal financial planning
  • Tax efficient ownership transfer
  • Business strategic planning
  • ESOP Consulting & Administration
  • Liquidity solutions

AAFCPAs completed a successful, internal transition of leadership in 2010, so we know first-hand, and are empathetic to the emotional, personal side of the process.   Effective succession planning means putting personal emotions aside and doing what is best for the business.   AAF’s succession planning solutions ensure that your business remains profitable after a transition, and personal finances continue to support your financial and life goals.

We encourage you to speak directly with our clients who will attest to our exceptional value because of our high ethics, personalized attention, and business tax expertise.