Smooth Transitions for Business Succession with LattaHarris

When the time comes for you to step away from the day-to-day operations of your business, ensuring a seamless transition to your successors becomes paramount for its continued success. At LattaHarris, we recognize the critical nature of effective succession planning and offer our expertise in tax and financial matters to address the complex issues involved.

With our solid background and in-depth knowledge, we are fully qualified to assist you in developing a strategically sound plan for business continuation. We understand that each business is unique, and there is no one-size-fits-all solution. That’s why our approach to succession planning begins with listening to the key decision-makers and gaining a deep understanding of their goals and aspirations. By taking the time to understand your specific objectives, we can tailor a plan that aligns with your vision for the future.

We believe in the power of collaboration and take a team approach when it comes to succession planning. Our professionals work closely with your attorney and financial planner to ensure all aspects are considered and integrated seamlessly. By leveraging our collective expertise, we can help you achieve an optimal result that safeguards your business and legacy.

At LattaHarris, we go beyond mere products and cookie-cutter solutions. We believe that true success in succession planning lies in crafting a customized strategy that reflects your unique circumstances and aspirations. Let us be your trusted partner in securing the future of your business. Contact us today to start the conversation and embark on a successful business succession journey

Focused on Your Success


116 West Main Street
Washington, IA 52353