You put a lifetime of dedication into your business filled with focusing on the high quality financial practices and the care and concern of your employees and customers. With that in mind, the staff at Moore & Associates is ready to give you that same level of dedication and care when helping you draft a business succession plan.
We will work with you to design a customized plan that fits the specific nature of your business practices. Our goal is to help you determine what your future goals are for the company so that the business succession plan leads to an optimal level of success for your operations. Our staff will select the resources you need most based on your future goals and concerns, whether it is wealth advisory services, financial planning or a personalized tax strategy.
Our services include:
- Determining your specific financial situation
- Defining your goals for your business and future ownership
- Evaluating your business’s worth
- Preparing your business for the transition, sale or recapitalization process