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Oregon: (541) 786-6989 Call Now
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Succession Planning

Succession Planning

Do you have enough equity in the business to retire?

Do you want your family to run the business?

Do you want to sell your business?

Do you want to sell your business and retain operational control?

Do you want to sell a minority or major stake and become an investor?

Do you want to create a philanthropic estate?

Do you want to minimize the Tax bite?

And, many more questions.

Waiting until the last minute happens often, and the outcomes are not nearly desirable as many hoped.  A change in health, family, and personal interests can come quickly and without warning.

“We don’t plan to fail, we fail to plan” – Anonymous

Reach out anytime to discuss your situation.

Email

Steven@BerleyCPA.com,
Emails will be returned within 24 hours

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Oregon Phone:

(541) 786-6989

7 days a week: 9-6pm

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If you would like to further discuss your situation, reach Mr. Berley anytime at (541) 786-6989

Steven BerleyFinance Specialist
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