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Succession Planning

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At CPCM & Co. we can help you navigate risk assessment, transition and exit strategies, estate planning, contingency planning, tax and legal considerations, and business valuation.

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Succession Planning

A well-thought-out succession plan can help mitigate the impact of taxes, probate fees, and other expenses. CPCM & Co. has long-standing ties to the local business community of Victoria. We have had the pleasure of advising some of our clients for over 30 years. As a result, we have seen through the completion of multi-generational succession planning, from the start to retirement in a practical and tax-efficient way. We understand that each business and family is unique and cater our approach to suit each of our client’s specific needs.

Many business owners focus solely on the day-to-day operations of their company, giving little consideration to crafting a succession plan. However, looking ahead is essential to safeguard the legacy and wealth accumulated over a lifetime of hard work.

A well-thought-out succession plan can help mitigate the impact of taxes, probate fees, and other expenses. Our dedicated professionals offer informed and impartial advice to help navigate and assist in developing and executing an exit strategy that maximizes value for your beneficiaries, estate, and legacy.

Plan Early

Start planning your future now. Establishing a succession plan early provides a wider range of options and opportunities. With experience across businesses of all sizes, our advisors evaluate various factors, including personal, family, tax, commercial, financial, risk, and regulatory perspectives, enabling effective decision-making and value optimization.

Understand the Whole Picture

Planning for your business's future entails considering multiple factors such as your vision, family dynamics, tax implications, contingency plans, leadership succession, and exit strategies. The consequences of inaction can be significant, including increased tax liabilities, forced sales, inadequate retirement funding, and diminished shareholder value. We can help navigate a succession plan that aligns with your unique needs and circumstances.

You have Options

It's crucial to understand the range of options available for the future of your business. Whether you're considering transferring ownership, exiting the venture entirely, or exploring other avenues, our experts collaborate closely with you to ensure your chosen path delivers meaningful and measurable results.

At CPCM & Co. we can help you navigate risk assessment, transition and exit strategies, estate planning, contingency planning, tax and legal considerations, and business valuation.

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