Succession Planning

SUCCESSION PLANNING

When retirement is on the horizon or you’re stepping down, it’s essential that a succession plan be in place to ensure a smooth transition that is well-planned and tax efficient.

ONBusiness will work to help ensure the business you worked so hard to build remains intact, and a competent individual takes over the reins.

Our Succession Planning services include: 

  • Buy/sell agreements
  • Estate planning
  • Exit strategies
  • Management consulting
  • Merger and acquisition consulting
  • Planning for family-owned or closely-held businesses
  • Strategic business planning
  • Tax consulting
  • Valuation services

Ready to take your business to the next level with our team of experts?

Accounting

ONBusiness ensures your financial reports are in order, returns are filed on time, and you’re in full compliance with the law.

Bookkeeping

Whether you have questions about setting up a new business, have trouble with your current bookkeeping system, We’re ON It!

Personal Financial Planning

Our financial advisors work with our clients on a  personal level–ensuring a complete and successful financial plan.

Tax Planning

ONBusiness combines tax expertise with an in-depth understanding of your personal long-term goals to identify tax strategies.