Business Planning

exit and succession planning

As a successful business owner, you've spent years turning your vision into a lucrative enterprise but have you planned for the financial future of your business? For many entrepreneurs, the idea of their business operating without them is difficult to digest, but preparing for that day is essential to maximizing value and making a smooth transition when the time comes. Priority Tax and Financial Planning specializes in planning for business transitions including valuation, buy-sell agreements, succession planning, and exit strategies. Our advisors will walk you through the options and help you put a plan in place that's tax-efficient and financially rewarding.

Whether your exit strategy involves the sale of the business or keeping it in the family, our advisorsoffer a full range of financial planning services to meet your individual needs and priorities. Our wealth management team will assess the current state of your business and show you how to pursue a plan that's in line with your long-term wealth goals. Whatever path you choose, you can count on us to lead the way with personalized support and guidance.

Maximize the value of your business and protect this important asset with our financial planning solutions. Call 925-344-5312 to learn more or request your complimentary consultation online now.

Business Transition and Financial Services

  • Employee benefits coordination
  • Pension plan asset management
  • Buy-sell agreements
  • Strategic tax planning
  • Business succession planning
  • Exit strategies
  • Preparing the business for sale or internal transfer
  • Preparing a successor
  • Work with buyers in transition
  • Business valuation
  • Risk management
  • Estate and trust planning
  • Gift tax planning
  • Financial coordinator
  • Planning services offered through Lincoln Investment