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About Our Business Succession Planning Expertise

Establishing a business takes entrepreneurial thinking and tireless commitment, but ensuring your business’s survival from one generation to another takes more effort. Without proper planning, a lifetime of your work building your business can be lost; more than half to estate taxes and the balance to potential litigation costs in succession disputes. Braver’s professionals combine our expertise in tax and financial matters with a commitment to personal service to develop succession plans that are technically, strategically, and financially sound.

Our succession planning services include:

• Assessing family dynamics
• Minimizing the estate tax burden
• Reviewing ownership alternatives, evaluation the following options:

                    Gifting Program Living Trusts

                    Installment sales with self-canceling features

                    Stock options, restricted stock, non-voting stock, and                                       compensation planning

Once the plan is in place, we will work with you to monitor tax law changes, business condition changes and family goal changes to determine if the succession plan needs to be refined or altered.