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Transitioning your Business

Many people who have built a successful business enterprise hope their life’s work continues, and the business passes to an existing partner or another generation. The complex nature of different business entities such as corporations, limited liability companies (LLCs), partnerships, and sole proprietorships usually require the expert guidance of an attorney and CPA.

While the advisors at PPC do not practice law or accounting, succession planning is one of our specialties -- we are well versed in the fundamentals of Buy-Sell Agreements, Stock Redemptions, and Deferred Compensation Plans. We can provide an initial layer of ideas for your consideration, and work directly with you and your legal and tax professionals.

For more information, or to schedule a no-cost, no-obligation consultation, please contact Preferred Planning Concepts at (847) 375-0505 or click here.