Succession and Business Valuations

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Your Business Valuation and Succession Specialists

How we can help you:

Let the team at Hall & Associates assist you with your business valuation and succession. From small business succession planning to corporate-level valuations, we can teach you to maintain and maximize all the wealth and value you've built. You've earned the opportunity to be rewarded in your golden years!

  • We guide family, management, and business owner(s) through the change in mindset and leadership, as well as the technical aspects of tax.
  • Our team will help you develop a succession plan that considers your business, family, and financial desires so that you can exit the business in the way you want.​​​​​​​

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Why Do You Need a Business Succession Plan?

You’ve worked hard to build your business and now it's time to consider the next step. Ensure that the value you've created is realized. Don’t leave that to chance!

  • ​​​​​​​Hire trusted and experienced advisors who can guide you through the process of building a plan for transition.
  • Put yourself in charge of what happens to your business. Give yourself and those around you peace of mind by having a plan.​​​​​​​


    43% of family firms don't have a succession plan, and only 12% make it to a third generation.
    (Source: Family Business Survey 2016, National Bureau of Economic Research, Family Business Alliance)


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