An infographic titled 'The Business Succession and Exit Tax Planning' illustrating the process of business valuation, legal consultation, tax optimization, and legal considerations, with a central focus on business support and exit planning.

Business Succession & Exit Tax Planning

  • Transitioning out of your business is one of the most important financial decisions you’ll make. At Unified Consulting & Tax, we help business owners plan successful exits and design tax-efficient succession strategies to preserve wealth and minimize tax burdens.

    Whether you’re passing the business to family, selling to a third party, or considering retirement, we provide tailored guidance to align with your personal and financial goals.

    ✅ Our Services Include:

    • Succession planning for family-owned businesses

    • Tax-efficient sale and exit strategies

    • Valuation and capital gains tax planning

    • Entity restructuring for smoother transitions

    • Coordination with attorneys and financial advisors for seamless execution

    With Unified Consulting & Tax, you can confidently plan the next chapter while protecting the legacy you’ve built.

    📞 Schedule a confidential consultation to start planning your business transition today.