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

In Case You Missed It - June 2nd
In Case You Missed It - June 2nd 06/02/2021

Insights for businesses and individuals including the Mass Millionaire's Tax, cybersecurity, business advisory, and more. Read more

Webinar Recording and Slides: PPP Round Two – Requirements for Eligibility and the Forgiveness Process
Webinar Recording and Slides: PPP Round Two – Requirements for Eligibility and the Forgiveness Process 01/13/2021

It’s important to note that “PPP Round Two” is not the same as “PPP Round One” including new eligibility requirements for second-time borrowers. Read more

Webinar Recording & Slides: Succession Planning in a COVID-19 Environment
Webinar Recording & Slides: Succession Planning in a COVID-19 Environment 10/29/2020

A succession plan is important for your A&E firm during normal times, but with COVID-19 it’s more critical now than ever before. Read more

Article by David Sullivan Published in BreakingGround Magazine: Three Things to Ensure Business Success Post COVID-19
Article by David Sullivan Published in BreakingGround Magazine: Three Things to Ensure Business Success Post COVID-19 07/08/2020

BreakingGround is a source of market information for all professionals in the construction and real estate business in Pittsburgh and Western Pennsylvania. Read more