Skip to content
Search:
KraftCPAs Succession Planning Services

Succession Planning

When it's time to pass the baton, business owners need the advice and assistance of someone who's made the transition successfully.

Having worked closely with our privately held and family business clients -- some for over 30 years -- we at KraftCPAs have the resources and expertise to assist business owners with a myriad of succession planning issues.

Services include:
  • Owner and/or management succession planning
  • Estate and tax planning
  • Business valuations
  • Assistance with buy/sell agreements
  • Business and strategic planning
  • Financing arrangements
  • Deal structuring for favorable tax and financial consequences
  • Negotiation assistance


Our affiliate, 2nd Generation Capital, LLC, assists clients in finding sources of capital necessary for a successful business transfer. They also have extensive experience in the planning and implementation of management and ownership changes in closely held or family owned businesses.

Succession Planning


Contact Information:
Vic Alexander, CPA, ABV
615-782-4241
Email Vic

 

Buy-Sell Arrangements Video


Click image to view video.
Succession Planning Video: Buy-Sell Arrangements