Succession Planning

When it’s time for the next generation to take over your company, Perlson LLP is the trusted advisor you need to facilitate that shift. We work with you to understand your needs, how you want succession to occur, and to whom the power will shift to as you plan your exit.

Perlson LLP also works with key executives within the company to develop the succession plan and ensure it’s properly followed when the time comes to hand over the reins to your successor.


– Succession planning consulting
– Succession plan development
– Tax planning
– Liquidations and distributions
– Reorganizations