Succession Planning

A Road Map for Your Future

Succession planning can be summarized as a strategy for making sure your business survives your retirement. Working with you, Lanter, Leonardo & Levy will develop an effective succession plan ensuring that you achieve your business and personal goals by filling key business leadership positions in your company, obtaining proper valuation of your company, putting you in control of how and when you leave and minimizing personal, capital, estate, and gifting taxes.

Your primary focus is the operations of your business. Lanter, Leonardo & Levy will reduce the complexity of this difficult task, allowing you make sure your company is ready for efficient transfer in the future. Our goal is to ensure the survival of your business, provide continuity and to preserve wealth for you and your family. Our approach is collaborative, combining the efforts of succession wealth advisers, valuation experts, investment product specialists, legal consultants and the expert tax technicians of Lanter, Leonardo & Levy.

The best strategy for succession planning is specific your business and personal situation. Your plan must be tailored to fit your unique circumstances. Contact Lanter, Leonardo & Levy for a no obligation consultation on preserving the company and wealth you have worked so hard to achieve.

The best strategies for business and personal growth and success are specific to your business and personal situation. Your plan must be tailored to fit your unique circumstances. Contact Lanter, Leonardo & Levy for a no obligation consultation on building and preserving the company and wealth you have worked so hard to achieve.

Call Alex Leonardo or Rick Captain today at 561-998-7770

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