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Recent Posts
What Retirees Should Consider After Selling Their Business

Completing a successful business exit is often the result of many years of hard work and advanced planning. This process is known as business succession planning and when undertaken with the support of an experienced and qualified financial team, advisors and attorneys can allow you to close one chapter of your life, but successfully open

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How To Prepare Mentally To Sell Your Business

Maybe you’re thinking ahead about retirement or are simply no longer challenged by what’s offered in your business. Perhaps there is someone ready in waiting, ready and waiting to step into the role of leader, such as a family member, or a trusted employee. But financial considerations and simply feeling like it is the right

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Why A Financial Plan Is So Important For Addressing The Possibility Of Disability

Many people recognize that big factors in their life, such as what they want to achieve with estate planning, and their own retirement goals will influence their financial plan. But it can be a big mistake to neglect the possibility of disability. One in four US adults already lives with a disability. This presents unique

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BUSINESS SUCCESSION PLANNING

An important aspect of planning for your business’ future is to have a seamless succession plan in place. In fact, your succession plan can be every bit as important in determining how much you ultimately earn from your business as your original business plan. In addition, without an effective business succession plan, disputes over ownership and control could leave your company vulnerable to unnecessary financial upheaval after your retirement or death. Successful business succession planning can help you avoid these difficulties, by guaranteeing that your company stays in the hands of people you trust.

At Shah Total Planning, we offer comprehensive business succession planning that incorporates a full range of services, including strategies for addressing personal estate planning, taxation, and retirement. Whether you intend for your company to stay in the family, go to a business partner, or be sold, we can help you ensure a smooth transition. We will work with you to create a plan customized to fit your business and your goals.

To get started on ensuring your company’s long-term well being, we invite you to contact our office to schedule an initial consultation. We will guide you through the process of creating a successful business succession plan, as well as discuss our fees and services. Let us help keep your company vital and prosperous now and in the future.

Contact us to learn how we can assist you with:

  • Buy-Sell Agreement Preparation for your Corporation, LLC or Partnership
  • Protecting the business and owners from effects of a partner exiting the business due to death, disability, divorce, retirement or any other reason – voluntary or involuntary
  • Strategies to keep the family business in the family
  • Joint family Investment Planning for hoteliers and other real estate investments
  • Exit strategies
  • Business formation and restructuring
Recent Posts
What Retirees Should Consider After Selling Their Business

Completing a successful business exit is often the result of many years of hard work and advanced planning. This process is known as business succession planning and when undertaken with the support of an experienced and qualified financial team, advisors and attorneys can allow you to close one chapter of your life, but successfully open

Read More

See more
How To Prepare Mentally To Sell Your Business

Maybe you’re thinking ahead about retirement or are simply no longer challenged by what’s offered in your business. Perhaps there is someone ready in waiting, ready and waiting to step into the role of leader, such as a family member, or a trusted employee. But financial considerations and simply feeling like it is the right

Read More

See more
Why A Financial Plan Is So Important For Addressing The Possibility Of Disability

Many people recognize that big factors in their life, such as what they want to achieve with estate planning, and their own retirement goals will influence their financial plan. But it can be a big mistake to neglect the possibility of disability. One in four US adults already lives with a disability. This presents unique

Read More

See more