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Succession and Transition Planning

When retirement is on the horizon or you’re stepping down, it’s essential that a succession or transition plan be in place.

Without it, gift and estate tax penalties can usurp your assets, and the business transferred to an incompetent employee or family member.

Metcalf Hodges will work to help ensure the business you worked so hard to build remains intact, and a competent individual takes over the reins.

Our Succession and Transition Planning services include:

  • Buy/sell agreement strategies
  • Cultural compatibility analyses
  • Employee stock ownership plans (ESOP)
  • Estate planning
  • Exit strategies
  • Management consulting
  • Merger and acquisition consulting
  • Planning for family-owned or closely-held businesses
  • Strategic business planning
  • Tax consulting
  • Informal business valuation services
For more information on our Succession Planning services, simply call

(360) 733-1010

or click here.