Succession Planning

Succession planning is crucial for family businesses, yet it's often overshadowed by emotional and logistical challenges. At Mt Hood Tax & Accounting Professionals, we understand the complexities involved and offer tailored solutions to ensure the smooth transition of your business to the next generation.

We address key issues such as:

• Keeping it in the family vs. selling to a third party.
• Identifying successors for management and ownership.
• Minimizing tax implications.
• Ensuring fairness and equity among family members.

Our approach focuses on:

• Business valuation.
• Restructuring if necessary.
• Tax planning to mitigate liabilities.
• Retirement and tax projections.

Let us help you preserve your legacy and secure your family's future with a carefully crafted succession plan. Request a free consultation to get started today.