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Our Approach

Implementing and developing a well-designed succession plan for your business when transferring ownership to family heirs, handing down to key employees or positioning your company for sale. There are many considerations involved in determing the right succession plan for each business’s unique situation.

Our succession planning services involve a coordination of various teams, and include:

  • Business valuation
  • Estate planning
  • Tax planning
  • Employee stock ownership plans (ESOP)
  • Mergers & acquisitions
  • Reorganization

Why SD Mayer

With a focus on applying technology and a fresh way of thinking to each client engagement, SD Mayer is transforming the nature of client service in the accounting industry. For our business clients, we are your trusted advisor, providing actionable insights to solve today’s business issues and strategize for future growth. For our individual clients, we focus on helping you achieve financial security through estate planning, investment guidance, insurance and tax planning, and retirement planning. Whatever life stage you or your business are in, SD Mayer will have your back as your trusted advisor.

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