Business Succession Planning

Sax advisors work together with privately held business owners and family owned companies in succession planning. We help plan and prepare our clients for a seamless transition of ownership and the preservation of wealth.

This is not a simple undertaking, but requires thoughtful measures and careful calculations. The absence of strategic succession planning could result in extensive financial losses for the business owner and hefty estate taxes for heirs when the time comes to transition the company to a family member or buyer.

For over 60 years, Sax has successfully directed business owners through the succession planning process. Our trusted advisors help establish a concrete strategy that will preserve a family’s wealth, protect the future of the business, and above all, put a business owner’s mind at ease.

Our Business Succession Planning Services Include:

  • Refinancing
  • Expansions Plans
  • Fringe Benefit Planning
  • Designing Qualified Plans
  • Profit-sharing Plan Administration
  • Executive Compensation Planning
  • Incentive Compensation Planning

Expect More with Sax. Schedule an initial consultation about our Business Succession Planning Services by filling out our contact form below.


Sax Business Succession Planning Contact

Contact Us