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Partner Advisors

We are dedicated business succession planners.

This is all that we do.  Our number one focus is the continuity of the ownership, leadership, management and culture of your business through the next generation.

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Case Histories

There is light at the end of the tunnel. We promise.

While it may seem difficult or even impossible right now, we hope you will find encouragement and hope in some of our clients’ stories that will reassure you that your goals are achievable.

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Questions and Answers

  • I have a CPA and Attorney, what value do you bring, do you replace them?
  • I am thinking of selling, what is the value of succession planning?
  • My kids are young, should I be thinking about this?
  • When do I need to begin succession planning?

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News

IRS 2704 Proposed Regulations - Significant Impact on Family Business Succession Planning

The Internal Revenue Service has proposed regulation changes that impact tax consequences of stock gifts or sales to family members in a family business environment. As a result, the valuation discounts that have been a cornerstone to family business succession planning may no longer be available for certain transfers. These changes could go into effect as soon as the next 120 days.

Due to the extreme change the IRS proposed legislation will have on the family business planning environment, we asked our general counsel, ShuffieldLowman, to provide an Advisory Notice detailing the impact IRS 2704 would have on planning and potential outcomes.

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