Houston and Austin TX CPA firm

Exit and Succession Planning

exit and succession planning

As a successful business owner, you've spent years turning your vision into a successful enterprise but have you considered your exit strategy? For many entrepreneurs, the idea of their business operating without them is difficult to digest but preparing for that day is essential to making a smooth transition when the time comes. Finch CPA Firm specializes in succession planning and exit strategies for all types of business owners and entrepreneurs in the Houston area. We'll walk you through the process to make preparing for this step both financially rewarding and tax-efficient.

Whether your exit strategy involves the sale of the business or keeping it in the family, we offer a full range of succession planning services to meet your individual needs and priorities. Our wealth management team will assess the current state of your business and then clearly explain all your options to help you 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 comprehensive retirement planning, tax planning, and other wealth management services.

Succession Planning Services

  • Exit strategies
  • Preparing the business for sale or internal transfer
  • Identifying a buyer or preparing a successor
  • Business valuation
  • Estate and trust planning
  • Gift tax planning
  • Buy/sell agreements
  • Retirement planning