Integrated financial planning for business owners

Planning for business succession—essentially, strategic planning for the future of your business and your family—involves more than arranging for the transfer of ownership and begins well before a transfer may even be contemplated.

Join our specialists in mergers and acquisitions, tax, and estate planning as they discuss how to develop an overall financial plan for business and personal matters, whether you are expanding your business, planning for transition, or in the process of transferring wealth to children or charities.

The program will include

  • Preliminary results of Baker Tilly International’s Global Family Business Succession Survey
  • Matching up your long-term financial goals with your individual income tax, estate and wealth transfer, and charitable giving plans
  • An overview of things to consider when preparing your business for due diligence

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For more information on this topic, or to learn how Baker Tilly tax specialists can help, contact our team.