Succession Planning

Oftentimes many companies and business owners do not look ahead to the future quite far enough. Many years of hard work and perseverance can be toppled over in an instant without the proper planning. Succession Planning is the key for successful transition of any business. Jeremy S. Sweet, LLC. can assist in creating a plan for a smooth succession by recognizing critical roles and retaining essential personnel.


The essential items to consider are as follow:

  • Determining the Best Route to Take
  • Stages to Selling Your Business
  • Merger Negotiations and Documentation
  • Transitioning for New Key People and Responsibilities
  • Business Continuation Agreements
  • Key Person Retirements
  • Due Diligence
  • Important Factors to a Partnership Agreement

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  If you're thinking of using Jeremy S. Sweet, LLC. for your CPA and tax consulting needs, consider getting a free session first.  

You'll meet with one of our tax professionals and get the following:  


  1. A free 30 minute consultation
  2. A price quote
  3. A view into how our strategy can help you


Get started by clicking the button below and we'll schedule your consult during a time that's convenient for you.  

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