Business Succession Planning

Katz & Associates, PA has the necessary expertise to assist with the effective transition of your business to your successors. A successful transition of your business, nonprofit, foundation, or religious institution to your successors is critical to ensure the continued success of your business after you’ve chosen to step aside. Our dedicated and qualified advisors can help you devise an effective strategy for the continued success of your company even after you’ve removed yourself from the day-to-day operations of it.

With a solid background in tax and finances, Katz & Associates, PA is fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan geared towards your company’s continued success.

You might be in need of business succession planning if:

• You are looking to retire and pass on your company to a successor.
• You are looking to remove yourself from the day-to-day operations of your company.
• You are relocating and no longer want to be associated with your company.
• You are starting a new career path.
• You are setting up a will for what will happen with your business after you pass.
• You want to be prepared for any “what if” circumstances.

You can trust Katz & Associates, PA to have the expertise and resources for all of your accounting, auditing, business consultations, non-profit organizations, estate and gift plan tax planning, tax planning evaluation services with compliance, financial planning, divorce assets, sports foundations, religious institutions, and technology service needs. While our list of services is by no means all-inclusive, please feel free to inquire if you’re searching for anything that you may not see listed. Call us now at (410) 602-2266 or contact us for a consultation with one of our dedicated advisors.