Business Succession & Exit Planning

At blum, we take the time to fully understand the needs of the company and the desires of the owners and family as you prepare for succession We will work with all your professional advisors to make sure the transition happens smoothly.

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Industries  <  Private Client & Family Office  <  Our Solutions  <  Business Succession & Exit Planning

At blum, we take the time to fully understand the needs of the company and the desires of the owners and family as you prepare for succession We will work with all your professional advisors to make sure the transition happens smoothly.

Just as every individual is unique, so is every company and family. Deciding on whether to transfer the business to the next generation or sell it requires consideration of many tax and non-tax issues. We participate in the discussions and provide assistance to the owners during the decision-making process.

At blum, we want your business succession to be effective, successful and completed with as little disruption as possible. Keeping in mind the challenges and opportunities that result from a transfer of leadership, we’ll coordinate and execute a comprehensive, multi-level plan that will let you move into the future on solid footing.

Our succession planning services include:

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Learn more about our Private Client Group and how our customized tax, financial & business services can help you.

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