Services

Succession Planning

The goal of every succession plan is to facilitate the orderly transfer of ownership and management of your company, and maximize its long-term value. BCA Watson Rice LLP is prepared to help guide you through what can be an emotional and complex process. We will analyze data on operation, finances, the objectives of the owner and the management capabilities of the family members. We will work to help you minimize estate taxes, maximize after-tax sales proceeds, and work to ensure the long-term success of your legacy. We can help you:

• Analyze alternative succession plans to determine their advantages and

  disadvantages

• Clarify your goals and those of key employees

• Conduct interviews with key family and non-family managers

• Create a contingent plan for unexpected situations

• Develop a written succession plan and document the necessary skills to

   operate the business

• Implement the succession plan • Interview and evaluate potential successors

• Plan a succession training program in advance of the owner’s retirement

Wealth Management

How much money will I need? Where will my retirement income come from? What will happen to my assets after my death? BCA Watson Rice LLP can help you answer these and other concerns and work with you to obtain your long-term objectives. We will develop, implement and continually measure and refine a personalized strategy that incorporates your current and projected goals. We will assemble the resources necessary to manage both your personal wealth and business planning needs, and to ensure your financial security – today and tomorrow.