Succession & Exit Planning

Mapping Out Your Organization’s Future
To maximize your financial success, it is imperative that you create a clear and thorough plan for passing your business from one owner to the next. This requires hard work, careful planning, and good financial guidance.

Brady Martz professionals are here to help you prepare your business for succession. We have extensive experience with both succession and exit planning and will walk with you every step of the way. Our method is straightforward: define your objective, strategize options, develop a plan, and execute.

While it sounds simple, we know it can be anything but. We can help manage the complexities caused by unique business situations, balance the interests of key stakeholders, and design a plan with you to successfully transition you and your business.

Turn to Brady Martz for Your Succession & Exit Planning Needs
You can trust Brady Martz to have you and your organization’s well-being in mind as we help you plan for the future. With over 90 years of experience serving business clients, we are well aware of the difficulties and opportunities that arise when it comes to succession planning. We are eager to partner with you in paving the way for the future of your organization.

Brady Martz offers our clients thorough and professional services tailored to their individual needs. Our core tax services include:

• Assistance with Internal Transfer
• Identification of Potential Buyer(s)
• Business Valuations in Preparation for Transfer or Sale
• Buy and Sell Agreements
• Estate and Trust Tax Planning
• Gift Tax Planning
• Retirement Planning and Tax Projections
• Business Restructuring
• Enterprise Value Enhancement