The time has come to pass your hard-earned legacy on to your successor. It’s an enormous decision. The steps you take now will affect your reputation and the future of your business, customers, employees and, most importantly, your family.
Whether you’re selling or transitioning a business or an accumulation of wealth, having a succession plan or an estate plan in place is the only way to ensure an effective and smooth transition of your business and wealth.
Business and succession is an area where experience and industry-specific expertise matter. At DMCL, we understand there’s no one-size-fits-all approach to business and succession planning, just the right approach for your organization’s unique situation. A strategy that considers all available options assesses their unique advantages and disadvantages, and that balances business success and relationships throughout the entire process.
- Facilitation services
- Planning trusts, including safeguarding assets, reducing probate fees, and holding shares in a family-owned company
- Providing domestic and cross-jurisdictional tax minimization strategies
- Planning and reviewing wills
- Planning for end-of-life including avoiding double taxation
- Planning asset disposition
- Planning charitable gifts
Who We Serve
We pride ourselves on developing long-lasting relationships with our clients. Our hands-on approach is designed to help you succeed.
Be compliant. Be assured. We’re committed to delivering high-quality assurance services that offer true value and underpin stakeholder confidence.
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