Business Succession Planning Services

We deliver each of our services through a team of financial professionals who adhere to the highest standards of our industry. And when you become a DMJ & Co., PLLC client, everyone on our team works for you.

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Business Succession Planning Services

We deliver each of our services through a team of financial professionals who adhere to the highest standards of our industry. And when you become a DMJ & Co., PLLC client, everyone on our team works for you.

Business Succession Planning Consultants

Succession planning is an orderly process by which the ownership and management of a business are transferred to the next generation in a tax-effective manner. Passing the torch to a new owner, ensuring continued business growth, and securing your legacy can be complex and daunting. Succession planning consultants will take these factors and more into consideration in order to conduct a smooth transfer with a plan that considers the unique individual circumstances of its situation.

DMJ & CO. PLLC’s succession planning consultants have decades of experience helping all types of businesses transition successfully from one generation or employee to the next. Business succession planning consultants help you develop an effective strategy for ensuring a smooth and successful transition. Our company succession planning consultants will help you address personal and business challenges so you can strategize effectively for the future.

How DMJ’s Consultants Help Develop an Effective Exit Plan

DMJ’s business succession planning consultants understand that every transition strategy must be tailor-made to meet the company’s unique needs and challenges. Our business succession planning services take into consideration every business’s distinct circumstances to develop the right strategy for you and your business. We will also work to strengthen the key areas of your business with all members of your professional team, such as sales, marketing, operations, and customer service in the planning phase to ensure a smooth succession.

For business owners, an effective exit strategy should also include a financial plan for life after the sale. After selling your business, how do you plan on supporting yourself and your family? DMJ also offers financial planning and wealth management services to help you prepare for the transition out of business ownership. Our business succession planning consultants and other professionals will help you financially prepare for life before, during, and after this business transition.

Benefits of Company Succession Planning

A well designed succession plan enables business owners to:

  • Control the process and timing of their business transferral
  • Achieve their personal financial goals
  • Maximize their company′s value
  • Facilitate their retirement
  • Explore all available options for their succession 
  • Promote long term growth and survival of their business
  • Minimize taxes on the transfer or sale of their business

Failure to have a custom company succession plan typically results in:

  • Not achieving the highest value for a business
  • Poor control of timing or strategy of the succession plan
  • Family fairness issues
  • Additional income and estate taxes
  • Lack of longevity of key employees concerned about future control of the business
  • Uncertainty for all stakeholders

Work With DMJ for Successful Business Succession Planning

Do you need a CPA or succession planning consultant to help you plan an effective business succession strategy? We can help. With over 70 years of accounting and consulting experience, DMJ’s company succession planning advisors are uniquely positioned to help you, your family, and your employees prepare for a smooth and productive business transition. 

Our professional team of tax consultants, accountants, and wealth managers will work with you to develop effective succession planning solutions to minimize conflict and ensure continued business growth. Contact us now to schedule a free business succession planning consultation and learn how we can help protect you and your business’s future.