Dallas CPA Firm

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Exit and Succession Planning

exit and succession planning

As a successful business owner, you've spent years turning your vision into a successful enterprise but have you considered your exit strategy? For many entrepreneurs, the idea of their business operating without them is difficult to digest but preparing for that day is essential to making a smooth transition when the time comes. L&H CPAs and Advisors specializes in succession planning and exit strategies for all types of business owners and entrepreneurs in the Dallas area. We'll walk you through the process to make preparing for this step both financially rewarding and tax-efficient.

Whether your exit strategy involves the sale of the business or keeping it in the family, we offer a full range of succession planning services to meet your individual needs and priorities. Our wealth management team will assess the current state of your business and then clearly explain all your options to help you pursue a plan that's in line with your long-term wealth goals. Whatever path you choose you can count on us to lead the way with comprehensive retirement planning, tax planning, and other wealth management services.

It's never too early to create an exit strategy! Call 972-421-1099 to learn more about our succession planning services or request your free consultation online now.

Our succession planning services include: