ANNOUNCEMENT

NEW BUSINESS SUMMER HOURS

Beginning May 27, we will be implementing “Summer Hours” for our employees by closing our offices at noon on Fridays through August 19.

Understanding the dynamics and relationship between business, strategy, management, estate and succession plans is key to the success of any organization. Our deep experience with family-owned businesses and our knowledge of integrating this planning provides innovative ideas and practical solutions to the development of your comprehensive vision when it comes to your succession plan.

We help counsel our clients in many ways related to the succession of their business.

accountants talking to business owner about succession plan

How we can help you

  • Recruiting and placing professional management
  • Coaching and mentoring the next generation leadership (both family and non-family members)
  • Investigating and facilitating liquidity options
  • ESOP¬†feasibility studies
  • Assistance with the economics of estate planning to facilitate the transition of ownership

CONTACT US

Practice Leaders

Richard C. Fedorovich

Executive Chairman

Theodore A. Wagner

Partner and Executive Committee Member

CONTACT US TODAY TO START DISCUSSING YOUR OPTIONS

 

Contact Us