Exit and Succession Planning

As a successful business owner, you've spent years turning your vision into a successful enterprise but have you considered your exit strategy? For many entrepreneurs, the idea of their business operating without them is difficult to digest but preparing for that day is essential to making a smooth transition when the time comes. Jeffery Davidson & Associates specializes in succession planning and exit strategies for all types of business owners and entrepreneurs. We'll walk you through the process to make preparing for this step both financially rewarding and tax-efficient.

Whether your exit strategy involves the sale of the business or keeping it in the family, we offer a full range of succession planning services to meet your individual needs and priorities. We will assess the current state of your business and then clearly explain all your options to help you pursue a plan that will make you ready for whatever the future holds. 

It's never too early to create an exit strategy! Call 281-238-4442 to learn more about our succession planning services or request your free consultation online now. Serving Texas, New Mexico, Louisiana, Arkansas, and Oklahoma.

Exit strategies for small businesses:

• Succession planning
• Preparing the business for sale or internal transfer
• Identifying a buyer or preparing a successor
• Proactive tax planning
• Buy/sell agreements
• Retirement planning and wealth management