Succession and Exit Planning

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Other work in client advisory services.

• Retirement PlanningYou get a clear answer on whether you are actually on track to retire when you want to, and what to change if you are not.
• Expense Reduction AnalysisA line by line review of what you spend that typically finds recurring costs you forgot you were still paying.
• Business Valuation ServicesTells you what your business is genuinely worth, which you need for a sale, a buyout, a divorce, or an estate.
• Estate Planning CoordinationMakes sure your tax picture and your estate documents agree with each other, because conflicts surface at the worst time.
• Cash Flow Forecasting and ManagementShows you what your bank balance will look like months ahead, so payroll is never a surprise.
• Budgeting and Financial ModelingTurns your plan for the year into numbers you can actually measure against month by month.
• Key Performance Indicator DashboardsPuts the handful of numbers that actually drive your business on one page you can read in a minute.
• Pricing Strategy AnalysisFinds out whether your prices are covering what the work truly costs, which is where most margin quietly disappears.

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This page is general information about how the IRS handles this kind of matter. It is not advice about your situation, and no outcome is being promised. Results depend on your own facts. Speak to a licensed professional before you act. The directory is a free member benefit of Tax Resolution Academy^®, and there is no way to pay for a higher position in it.