Transitioning Your Family Business

A Succession Checklist

Deborah (Debby) Stern
| 3/21/2018

Have you ever considered what comes next? Do you have a succession plan for your family business? Deciding when and how to leave the business you’ve spent years trying to build is never easy.

Crowe Soberman’s Succession | Retirement | Estate Planning team of specialists in audit & advisory, tax, and business valuations can help set you on the path that is right for you.

Transitioning Your Family Business – A Succession Checklist 

This infographic was prepared for the general information of our clients. Specific professional advice should be obtained prior to the implementation of any suggestion contained within. Please note that this publication should not be considered a substitute for personalized advice related to your particular situation.

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Debby Stern
Deborah (Debby) Stern
Consultant, Audit & Advisory
Deborah Stern CPA Professional Corporation