Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company’s day-to-day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.  Great succession planning starts with listening to the key decision makers and understanding their goals, as opposed to beginning with products and cookie-cutter solutions.  We believe in the team approach working with your attorney and financial planner to achieve an optimal result.


Focused on Your Success


116 West Main Street
Washington, IA 52353



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