Success today is a day-to-day, minute-to-minute challenge that requires a powerful vision, a sharp focus and an unwavering commitment. Most small business owners are too busy to give much thought to developing a plan for who will take over their business in the future.

When you make the decision to step away, an effective plan for the transition of your business to your successors is critical to ensure the continued success of the company. With a solid background in tax and other financial matters, our succession planning experts will address the complex issues of business continuation and assist you in developing a strategically sound plan.

The professionals at Jones, Nale & Mattingly utilize their extensive knowledge and experience in developing plans that offer the greatest benefit to the business owner as well as the company. We strive to minimize the tax consequences, while continuing to meet the personal desires of each client. We offer:

• Plans for business succession
• Business valuations to calculate real value of the business
• Recommended approaches to minimize tax liabilities
• Plans for a disposition of company property
• Family limited partnership services
• Trust taxation

Succession planning is dynamic. We follow up with annual reminders to review your plan and revise it based on changes in circumstances, such as retirement, an illness, a son or daughter entering the business, or a change in marital status.

Wish you could stop wondering if and how your business will continue without you there? Look at our business succession planning services. The professionals at Jones, Nale & Mattingly can suggest many courses of action to provide assurance that your business will enjoy a smooth continuance and that your heirs and business associates will be well protected.

Get the right perspective on the transition of your business. Contact Wayne Stratton (wayne@jnmcpa.com) or Dennis Martin (dennis@jnmcpa.com) today.