Succession Planning

Your business is your life. You’ve done everything you can to make it successful. But have you done the planning necessary to help your business succeed without you? Have you identified a family member or associate as your successor? Have you made plans to merge or sell? Have you created a structure to provide the necessary income for yourself or your family once any transition is completed? 

At DGC, we view succession planning from a forward-looking perspective. We provide you with broad knowledge, shoulder-to-shoulder collaboration, and a deep expertise. We partner closely with you to get to know your succession goals and objectives and develop creative ideas and comprehensive strategies to meet them.

Services include:

Business

  • Evaluation of Internal vs external transition strategies
  • Strategic planning
  • Assistance with identifying debt and equity solutions for transition liquidity issues
  • Financial forecasting and modeling of transition scenarios
  • Employee Stock Ownership Plans (ESOP)
  • Transaction planning regarding tax structure and maximizing net after tax outcomes.
  • Deferred compensation strategies
  • Valuation advisory
Family/Individual
  • Individual and family tax planning
  • Estate and Gift tax strategies and planning

Perspectives

Tax Reform Checklist for Businesses - 16 Tax Reform Topics That Could Impact Your Business
Tax Reform Checklist for Businesses - 16 Tax Reform Topics That Could Impact Your Business 05/20/2019

What steps can you take now to ensure you and your business are well-positioned for the future? DGC has prepared a short checklist of the 16 tax reform topics that could impact businesses. Read more

Video: Beth da Silva Discusses ‘The Silver Tsunami’ at TMA Northeast Event
Video: Beth da Silva Discusses ‘The Silver Tsunami’ at TMA Northeast Event 10/11/2018

Beth discussed how businesses can help ensure a successful transition, and how this wave of change will impact Generation X. Read more

DGC Insights - July 2019
DGC Insights - July 2019 07/29/2019

Information you can use like a cybersecurity regulations video, a lease accounting standard proposed delay article, and a revenue recognition standard case study can all be found in our July newsletter. Read more