If you own a family business, retirement isn't simply a matter of deciding not to
go into the office anymore. You've got some critical questions to answer like... "What happens to the business when you're no longer running it?"
and "Will you have enough money to retire?" The family dynamic complicates the whole transition because of the relationships and emotions involved. Most
people are not comfortable discussing topics such as aging, death, and financial affairs. Comfortable or not, succession planning should be a priority for any family business considering that more
than seven out of ten family-owned businesses fail to survive the transition from founder to second generation,
typically falling prey either to estate taxes or family discord - or both. Developing and implementing a well-designed succession plan is essential to the survival of a family business
from one generation to the next. We help you with these key issues -
What we do for you... Once we understand how you feel about the key issues above, we begin constructing your succession plan focusing on these 5 issues...
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We are honored to receive an award as the Best Accounting firm, in SMB market, for 2018 in San Francisco by the San Francisco Award Program. It is an annual awards program honoring the achievements and accomplishments of local businesses throughout the San Francisco area. Recognition is given to those companies that have shown the ability to use their best practices and implemented programs to generate competitive advantages and long-term value. We also help individuals with their tax problems and tax returns
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