Family Owned Businesses
Family owned and closely held businesses face unique challenges and opportunities. Decisions made by leaders of family owned and closely held businesses not only affect estate and personal income tax situations but also affect family and group dynamics. Careful attention to these interrelationships can uncover planning opportunities and structures that fulfill the goals of the business and its owners.
We approach your individual circumstances in a comprehensive manner to ensure creation of practical solutions to reach your desired objectives. Our team works in tandem with your professional advisors (such as attorneys, investment advisors, trust officers, bankers, insurance representatives and financial planners) to meet your goals and insure the development of a comprehensive plan. Since 1967, Isdaner & Company, LLC has been helping businesses like yours face these challenges and opportunities by providing services in the following areas:
SERVICES INCLUDE:
- Succession Planning
- Compensation Issues
- Shareholders' and Buy-Sell Agreements
- Estate Planning
- Tax Planning
- Entity Planning
- Exit Strategies
- Retirement Planning
- Transition Planning
