We offer comprehensive Succession Planning
services. The process begins with identifying and
understanding your goals and business plans.
We then identify and explain the various
options available to help you meet your goals.
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More Services
We provide comprehensive services including business valuation reports, consulting on potential purchase or sale structures and the corresponding tax consequences. Additionally, we can assist you in communicating with your attorney and any lenders involved.
Our reports are compliant with the AICPA’s Statement
on Standards for Valuation Services and we meet the
requirements of a “qualified source of business valuations
for lenders” of the SBA.
More About Federated
Our process begins with talking to you. We want to understand not only your future goals, but your current goals as well. The starting point is to know what your business is worth. We will prepare a valuation of your funeral home.
Once we have a fair market value in mind, together, we can formulate a plan and a structure to meet your current and future goals. Our professional staff will analyze the potential tax consequences of various transition structures and options.
A key component of our service along the way, is transition consulting services. Often, you will need assistance communicating what we have discussed with your attorney or lenders involved, or perhaps, even a potential buyer. It’s important to note we are not a broker. Communication is key in the transition process, and sometimes it’s beneficial to have all parties involved discussing the transition.
After your transition, you’ll have lots of questions. We’re still here to help. Contact us today about your succession planning and transition consulting needs.
We offer comprehensive Succession Planning services.
We offer comprehensive Succession Planning services. Our process begins with talking to you. We want to understand not only your future goals, but your current goals as well. The starting point is to know what your business is worth. We will prepare a valuation of your funeral home.
Once we have a fair market value in mind, together, we can formulate a plan and a structure to meet your current and future goals. Our professional staff will analyze the potential tax consequences of various transition structures and options.
A key component of our service along
the way, is transition consulting services. Often, you will need assistance communicating what we have discussed with your attorney, or lenders involved, or perhaps, even a potential buyer. It’s important to note we are not a broker. Communication is key in the transition process, and sometimes it’s beneficial
to have all parties involved discussing
the transition.
After your transition, you’ll have lots of questions. We’re still here to help. Contact us today about your succession planning and transition consulting needs.
More About Federated
If you are interested in learning more about our services and how we can help your business grow, complete and submit the contact form below. A Business Consultant located in your area will be happy to contact you to discuss your needs and options.
If you are interested in learning more about our services and how we can help your business grow, complete and submit the contact form below. A Business Consultant located in your area will be happy to contact you to discuss your needs and options.