New Business Formation Approach Solution Services

Our approach helps you

  1. Assess your needs & options
  2. Develop timeline & define transition
  3. Review & analyze your personal & business financial plan
  4. Identify & plan for your family management succession issues
  5. Identify & review your owner succession exit strategies
  6. Review your estate tax plan
  7. Address issues related to your succession plan
  8. Implemention of the action plan

B&A Business Solution Services enable you to build a business with transferable value, create sufficient personal liquidity and net worth to fund lifestyles, tend to family needs and interests, build a successor organization and plan for an orderly transition, anticipate and plan for the estate tax burden, understand and plan for effects of change on your organization throughout the business life cycle and address interrelationships and impacts of issues and solutions across the business life cycle.

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