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Business Planning

Like you, the majority of our clients have amassed their wealth the old-fashioned way, through hard work. And like you, they want to see their children and children’s children profit from the fruits of their labors. Now is the time to start planning the transition of your business to new ownership and management, whether your wish is to be succeeded by your children, a younger second-in-command, or a third party interested in buying you out. If your objective is to have your business survive you and live on as your legacy, you must have a sound succession plan in place.

Since inception, Guttenmacher, Bohatch & Peñaranda has prepared succession plans for hundreds of closely held companies. From start-up and expansion, through transfer of ownership and management, our attorneys have the knowledge and experience to guide you through all the benchmarks in the life of your company. Based on the nature of the enterprise and your vision for its growth, we will first counsel you on the most advantageous entity under which to operate. From there, the range of services we provide encompasses the following:

IRS Circular 230 disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any tax advice that may be contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding any penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction(s) or tax-related matter(s) that may be addressed herein.

Guttenmacher, Bohatch & Peñaranda, P.A., serving South Florida from Palm Beach to Monroe County

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