Succession Planning and Transfers

At John R. Tatone & Associates, we recognize that transferring a business to the next generation is an essential aspect of the Estate Planning process. In the administration of a trust or will, a business may need to be closed, sold, or transferred. Our team is well-equipped to handle such issues and is prepared to provide expert guidance in explaining, negotiating, or drafting the necessary documents. Our focus is on protecting our clients and making the process as quick and straightforward as possible.

We understand the importance of coordinating with accountants and financial advisors to develop a comprehensive plan that eliminates surprises and ensures a smooth transition. Our goal is to minimize any taxes, debts, or other burdens, allowing our clients to transition into a new business venture, pass down the family business, or retire from the business with confidence. With our wealth of experience in this field, we can help our clients achieve their business succession goals while preserving their legacy. Contact us today to learn more about our Estate Planning services and how we can assist you in transferring your business to the next generation.