Succession Planning

Kern and Company, P.C. has extensive experience, spanning almost 40 years, in business succession planning. Our services in this field include the valuation of businesses, due diligence relative to the acquiring and/or target entities, strategic planning to orchestrate the process, analysis of the income, estate, and gift tax planning implications, and the analysis of the business implications of the related structures and agreements. We work closely with the other members of the client’s team of advisors, typically attorneys, bankers, financial advisors, and insurance experts. We are known for, in addition to our technical skills, “qarterbacking” such efforts in ways that expedite the process.