Flowchart illustrating the process of exit and succession planning, including stages such as succession planning, exit and hiring, succession panel, and succession planning, with icons representing buildings, people, and money.

Exit & Succession Planning

  • A successful business transition doesn’t happen by chance—it requires careful planning. At Unified Consulting & Tax, we help business owners design exit and succession strategies that preserve wealth, minimize taxes, and ensure a smooth transfer of leadership.

    Whether you’re preparing to sell, retire, or pass your business to the next generation, our team provides the expertise to protect your legacy and achieve your personal and financial goals.

    ✅ Our Services Include:

    • Business valuation and exit readiness analysis

    • Tax-efficient sale and transfer strategies

    • Succession planning for family-owned businesses

    • Buy-sell agreement consultation and implementation

    • Coordination with attorneys, financial planners, and stakeholders

    With Unified Consulting & Tax, you can confidently plan for the future and leave your business in capable hands.

    📞 Schedule a confidential consultation today to start planning your exit strategy.