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Wealth Control Advisors
Rosenheim Financial Services
60 William Street, Suite 200
Wellesley, MA 02481
781-263-4568 MA telephone
781-235-8890 private fax
8451 Egret Lakes Lane
West Palm Beach, FL 33412
561-691-1380 FL telephone
info@wealthcontrol.com
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Business Continuation Issues - including Buy/Sell Audit
Is your business' succession plan under-funded, or even outdated? An under-funded or out-of-date succession plan can cause major problems for a business in the event of sudden change in leadership. These problems can be very costly and have dire consequences on both the business and family members that depend on business assets for their income and/or inheritance.
Succession Planning Audit
We work with you and your business to review your current succession plans including your Buy/Sell agreements. A properly funded and communicated succession plan can help minimize taxes, eliminate potential staffing and inheritance issues, and lastly, help ensure a long-lasting life for your business. This complex topic needs expert attention and consideration and cannot await the arrival of someday. Your family and business assets are at risk not only if you wish to retire. An audit of your firm's value is a critical part of succession planning so we often perform a Business Valuation audit in addition to assessing the Buy/Sell agreements and any associated insurance.
Case Study 2: Legacy Planning and Privately Held Business is an example of how things can go wrong.
More information is available about our Auditing Services, or you can read about our comprehensive Tailored Services. Alternatively, to read more, click here.
To learn more about our auditing services, call us at 781-263-4568 or email us.
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