Tice Associates, P.C.
 717-843-9572
1709 W Market St, York, PA, United States

Business Succession Planning Services


We Are Your Partner in Strategic Tax Planning


If you own a family business, retirement isn't simply a matter of deciding not to go into the office anymore.  You've got some critical questions to answer, such as:


"What happens to the business when you're no longer running it?" and


"Will you have enough money to retire?"


The family dynamic complicates the whole transition because of the relationships and emotions involved.  Most people are not comfortable discussing topics such as aging, death, and financial affairs.


Comfortable or not, succession planning should be a priority for any family business considering that more than seven out of ten family-owned businesses fail to survive the transition from founder to second generation, typically falling prey either to estate taxes or family discord - or both.


Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next.


We help you with these key issues:



Once we understand how you feel about the key issues above, we begin constructing your succession plan focusing on these 5 issues:


  1. Business Valuation

  2. Business Restructuring

  3. Tax Consequences

  4. Retirement Projections

  5. Tax Projections


Let us help you pass on what's taken a lifetime to build.

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