Helping your family stay the course!
Business Succession Planning:
Owners of closely-held businesses and private family investment partnerships have unique needs
- In operating their businesses
- Transitioning their ownership interests to the next generation
- Requiring tax efficient transfer strategies
- Comprehensive and customized estate plans
At Nemchek & Poeschl, we seek to preserve not only the assets but the core values that have gone into the creation and development of our clients’ businesses.
- Assist clients with organizing and restructuring their businesses and assets to help with business succession plans
- Create plans involving gifting strategies, buy-sell agreements and life insurance
- Work closely with other family advisors to comprehensively address a client's concerns and needs.
203.316.8277 / firstname.lastname@example.org
- Partnerships, sole proprietorships & limited liability companies
- Sound preparation for a successful succession
- Competent, experienced advisors