Corporate Business and Succession Planning

You have devoted yourself to the creation of your business don't leave its legacy to chance. Sheri Montecalvo will walk you through the corporate entity structure options and formation process along with the necessary business succession plan. 

A solid business succession plan can: 

• facilitate the growth of the business, 
• reduce taxes, plan for retirement 
• and secure the future successors of the business. 

During the planning process tax planning, transitioning the business and planning for retirement will be addressed. A detailed and strategic long-term plan will encompass both personal

and business goals.