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Looking into the future.
Succession and exit strategy planning is key to maximizing the transition of generational wealth. For a century now, we’ve guided business owners through various economic cycles, from external sale to a family transition, management buyout, or passive ownership arrangement. We’re prepared to help you craft a plan that is unique to your needs and circumstances.
how elliott davis
can help
Established shared ownership and a defined leadership structure
A successful law firm with nearly 50 attorneys needed a succession plan that balanced the founder’s desire to remain involved with growing demands for ownership opportunities and leadership transparency. Elliott Davis implemented a transition strategy that formalized governance, reduced founder dependence, and positioned the firm for continued growth.
Succession planning - Tax implications of buying or selling an S corporation
Explore the tax implications of buying or selling an S corporation, including key differences between stock and asset sales, deal structuring strategies, and how each option impacts buyers and sellers.
Succession planning - Tax implications of buying or selling a C corporation
Explore the tax implications of buying or selling a C-Corporation, whether through asset or stock transactions. Learn how double taxation, purchase price allocation, and Section 1202 QSBS exclusions impact buyers and sellers in structuring a tax-efficient deal.
Succession planning – Tax implications of buying or selling in a partnership
Understand the tax implications of buying or selling a partnership or LLC. Learn how ownership unit sales, asset transactions, and purchase price allocations impact taxes for both buyers and sellers. Explore key planning considerations to optimize tax outcomes.
related
solutions
Knowing the economic value of your business ensures you’re prepared for the future.
Drive highly personalized and practical results without interrupting core business operations.
Get a clear, action-oriented roadmap that drives revenue and profitability.
We’re here to help build your legacy for the next generation.
Advisory services to maximize return, minimize risk, and optimize value.
Bring in a clear-eyed perspective to help you manage a crisis or recover from a stalled business.
Solutions by Category
When running a business, a variety of challenges and opportunities present themselves. Our breadth of services span every category. Based on your business goals, we’ll find the right solutions to meet the moment.