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  Succession Planning  
     

 


Planning the succession of your business or family-owned business is one of the most important decisions you'll ever make. More companies are taking the time and investing the resources to implement leadership programs within their business so that they are prepared for active leaderships roles in the future. Just the same, family owned businesses are realizing, now more than ever, that the business could severely suffer if the operating family member can no longer operate as needed. Who will take over?

Our Succession Planning services include:

         
 

Business Succession Planning

  Family Business Succession Planning  
         

Our approach
Our succession planning team can provide you with a written action plan outlining issues, objectives, and implementation responsibilities. The plan objectives are generally directed towards:

  • Facilitation of constructive organizational change.
  • Establishment and clarification of business direction.
  • Clarification of business ownership.
  • Determination of leadership now and in the future.
  • Assignment of managerial responsibility and decision-making authority.
  • Identification of business planning needs.

For more information regarding the Succession Planning services offered, please feel free to contact:

Carolyn Smith, CPA
carolyn.smith@padgett-cpa.com
Phone: (210) 828-6281
Toll Free: (800) 879-4966

Ray Berend, CPA
ray.berend@padgett-cpa.com
Phone: (210) 828-6281
Toll Free: (800) 879-4966