Our multidisciplinary team brings an objective, experienced approach to protecting your assets while laying the framework for the long-term continuity of your business. We work with you to plan and follow through with the succession. Your firm's culture, values and goals serve as the underpinnings of the plan.

The planning process helps clarify roles and responsibilities. This approach methodically prepares the successor as well as the founder or current chief executive for the transition. A well-thought-out action plan encourages employee loyalty, support and stability. Estate planning and tax consulting complete the picture to safeguard assets. The Stonefield Josephson team offers these succession planning services:

• Strategic business planning
• Strategic planning for family-owned businesses
• Succession planning
• Management consulting and leadership development
• Employee Stock Ownership (ESOP) plans
• Estate planning
• Business valuation
• Tax consulting and return preparation