Succession Planning

As an entrepreneur, your focus is naturally on the here and now, nurturing the enterprise you've built. Yet often, the critical task of succession planning is overlooked, leaving too much to chance. Without a proper plan in place, unforeseen tax burdens, operational failure, or family disputes could arise. Core is ready to initiate the conversation around succession, explore your vision for the future, and convene with the appropriate legal and financial experts to craft your bespoke plan.

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Succession strategies vary significantly, tailored to whether you're passing on the family business, considering a sale, or ceasing operations. Our team is equipped to navigate you through the myriad of options at your disposal.

 

OUR TEAM'S EXPERTISE INCLUDES:

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• Evaluating risks

• Planning for transitions

• Developing exit routes

• Orchestrating estate logistics

• Preparing for contingencies

• Addressing tax and legal intricacies

• Appraising business worth

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Please note: While we coordinate closely with legal and tax professionals, specific tax and legal counsel comes from our network of external lawyers and Certified Professional Accountants.