H2R CPA provides business owners with an organized, systematic and cost-effective approach to prepare their companies for transition to new ownership.
H2R CPA’s tax professionals, business valuation specialists and business advisors can provide the strategic assistance you need throughout the entire process.
We can help business owners find the best answer to questions such as:
- How do I exit my business?
- What is my best option for selling my business?
- Should I transfer business ownership internally or sell the business externally?
- How can I successfully transfer business ownership to the next generation of leadership?
Benefits of Exit Planning / Succession Planning
Some of the benefits of Exit Planning / Succession Planning for business owners include:
- Helping to achieve your business and personal goals
- Controlling how/when to exit
- Maximizing company value
- Minimizing, deferring, or eliminating capital gains, estate, and income taxes
- Facilitating your retirement
- Ensuring the survival and growth of the business
- Preserving harmony among business owners
- Defining strategic options from which to choose
- Creating a well-understood process to be followed
Exit Planning Qualifications
Designated as a Certified Exit Planning Advisor (CEPA) by the Exit Planning Institute (EPI)
