Succession Planning

What do you want your legacy to be?

What’s your business succession plan? Are you transferring your life’s work to family heirs? Or are your key employees the next cycle in the life of the business?

You’ve spent your life building your business and your mark on the world. When it comes time to pass the torch, we make sure your hard work is built to last.

The successful transition of generations can be a challenging one. For over 48 years, PDR has worked with family-owned businesses through their various business stages, including executing the right succession plan and assisting the next generation of leaders.

PDR CPAs + Advisors Succession Planning Solutions:

Audit and Assurance

Financial statement audits, reviews and compilations
Agreed upon procedures (AUP)

Tax Planning and Compliance

Tax projections
Strategic tax optimization of sale transaction
State and local tax (SALT)
Minimizing death & transfer taxes

Consulting

Outlining a transition process
Financial forecasts and projections for buyers
Retirement income projections for sellers
Addressing the needs of employees, creditors, customers and vendors
Business restructuring and entity selection
Business valuation
Due diligence

Newsletter Sign-Up

Sign up for industry accounting and tax tips below

Interested in our services?

At PDR CPAs, we leverage our 50 years of industry expertise to help you keep your finances strong and your business moving forward.