Exit and Succession Planning

Brown Welch Mehta CPAs offers succession planning and exit strategies for business owners and entrepreneurs. The goal of succession planning is to develop an effective business exit strategy either through the sale of the business or a transition to other stakeholders. The process is highly customized and is carefully crafted to attain the very specific, personal ambitions of the current business owner.

If your primary goal is to sell the business for your retirement, our team of succession planning experts can assess the situation and construct a plan. We'll work with you to define your objectives, pinpoint the financial strengths and weaknesses of the business, and develop a formula to maximize the value of the business.

If you prefer to keep the business in the family when you retire, we can assist you with identifying and preparing a successor, planning estates and trusts, and minimizing gift taxes. When we navigate the process, succession planning can be a financially rewarding and pleasant experience.

Start Planning for Retirement Now

It's never too early to prepare an exit strategy. Call the succession planning team at Brown Welch Mehta CPAs today at (214) 746-5074 for more information.

  • Preparing the business for sale or internal transfer
  • Identifying a buyer or preparing a successor
  • Business valuation
  • Gift tax strategies
  • Buy/sell agreements
  • Retirement planning