Plan not just for the end of your business, but for something new.

Succession planning is no easy task; research shows that the failure of family-owned entities can essentially be traced back to poor succession planning. While some may look at succession as the end of business, this critical planning can actually be the first steps towards a brand new beginning – holding opportunity to maximize wealth, creating an ongoing multi-generation institution or allowing for new ownership and management succession.

The Innovative CPA Group can help you navigate this not-so-easy process by assessing your financial situation and budget, and moving on to the next steps including business valuation preparation, business goals, transition and tax-attribute preservation. The Innovative team can also provide advisement and future analysis to achieve your succession plan goals.