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Succession Planning

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Succession Planning

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Transferring or selling your business? What will happen to your business when you leave? Most owners of family or closely-held businesses want to ensure an orderly and affordable transfer of the business to the next generation or a key employee. If you want your business to continue operating effectively after you stop working, the CPAs at Winter, Kloman, Moter & Repp, S.C. can help you develop a business succession plan. We offer the following tools:

  • Business continuation strategies
  • Personnel/staffing considerations
  • Business valuation
  • Funding alternatives
  • Buy-sell agreements
  • Analysis of tax implications
  • Estate planning
  • Exit strategy
Do you have the right people in place? Should you have a buy-sell agreement?

We will identify advantages and disadvantages of different options, help you assess these options and help you to determine what strategy will work best for your business.

What is your business worth?

Whether selling your business or transferring it to your family during your lifetime or at your death, the value of your business must be established and the tax liability must be determined.Winter, Kloman, Moter & Repp, S.C. has the expertise necessary to value your business appropriately and help you assess the tax consequences of your transaction.

Where will your family get the money to pay taxes?

Where will the money come from to buy the business? Without proper planning, your family or your successor could lose money or, worse yet, lose the business itself. Through our careful succession strategies, we can help you plan so that funds are available when needed to keep the business running smoothly and according to your wishes.

What is your exit strategy?

Business succession planning requires a proactive approach to working out the financial details that follow the sale or transfer of a business. With a succession plan from Winter, Kloman, Moter & Repp, S.C., you know where the money will come from to pay taxes or fund your buyout and to provide for adequate capital to carry the business through any transitional period.

With a good business succession plan, the reputation of your business and the goodwill built up over the years can continue intact even after you are gone, and your successors can continue to be successful.

Let us support your success as you transition your business.