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Business Succession Planning

A Holistic Approach
to Succession Planning

What will happen to your business when you exit? Will you sell to family, employees or a third party? Do you need your business sale to fund your retirement? MRZ Financial advisors take a holistic approach to business succession planning. We start with your personal and business goals and develop a solid exit plan to achieve them.

Our approach takes the following areas into consideration:
  • Tax implications of the sale or gifting of your business
  • Key value components and assets (employees, proprietary software/processes, etc.)
  • Purchase price goals and ways to reach the desired target
  • Special circumstances related to a forced exit (bankruptcy or liquidation)

For expert guidance and assistance creating your optimal exit plan, contact the MRZ Financial team today.

 

Process and Tools
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what makes MRZ FINANCIAL different

Your financial life is important. Period. The wealth you build funds your passions and your legacy. We lead you through a process to identify what is most important to you, the wealth needed to fund your goals, and then design a plan that helps give you the freedom to enjoy your wealth and your life.

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