Succession Planning

Succession Planning Services +

SD Mayer can strategize with you to develop a succession plan that makes sense for your organization

Business valuation services

Valuation is important to determine the value of tangible and intangible assets.

Estate planning

For family businesses, a company often represents a significant asset and may affect a will or estate plan.

Tax planning

Exit strategies often have tax implications, especially for family businesses. SD Mayer can suggest ways to honor your tax obligations while shielding yourself from excessive taxation.

Employee stock ownership plans (ESOPs)

ESOPs allow a company to shift ownership without finding capital to purchase a business that has grown. Succession planning consulting firms also commonly recommend ESOPs for small- and medium-sized businesses because they can simplify succession while offering tax benefits.

Merger and acquisition help

Mergers and buyouts are ways to determine who will lead a company in the future. In some cases, mergers and acquisitions come first, leaving leadership to determine how structural changes may impact succession.

Reorganization services

For family businesses, especially, reorganization often comes before succession. Current leadership may wish to reorganize to set up future leadership. Uncomfortable reorganization can also occur after the passing of a leader with no succession plan, and this can prompt new owners to value succession planning more. In either case, working with professionals can allow reorganization and succession planning to take place with the right goals in mind.

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While our clients come from all over the city, state and country, our home base is in the city of innovation and entrepreneurship—San Francisco.

All of the creativity and technical expertise surrounding us keeps us up to date with the latest thinking so we can serve you better.

We always look forward to a new conversation, so drop us a line or give us a call.