Keith Eck succession planning services focus on helping closely held businesses plan leadership transitions. We understand that when expectations are clear in advance, there will be less disruption to your business and less turmoil for owners, employees, and family members.

Thorough succession planning produces smoother transitions.
These fee-based services include an analysis of the current state of your business and your goals as a business owner for the future of your business.

After the analysis, we provide alternatives and strategies addressing the continuity or disposition of your business upon your retirement, death, disability or decision to sell. We also identify and evaluate tax consequences and their implications.

Key Issues

We help you focus on key issues such as:
• Structuring ownership and control
• Minimizing estate and capital gains taxes
• Retaining key employees
• Maintaining liquidity
• Providing for spouses and children.

Transferring the Business to a Family Member

There are a variety of strategies you can use to transfer the business to a family member, including one or more of the following methods:
• Selling the business to the family member
• Providing lifetime gifts
• Transferring the business through inheritance

Your attorney and CPA can help you work through the transfer of your business, and Keith Eck Financial can help you develop investment strategies to help offset the changes in your income.