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Sarbanes-Oxley Act
    Of 2002

 

 

 

One of the more perplexing problems for an owner of a successful closely held business is how to transfer ownership to the next generation, a business partner or a third-party buyer.  Addressing these concerns often entails the development of a comprehensive business succession plan, one that balances your personal desires, income, gift and estate taxes, and your financial needs.

RTA possesses the tax and financial skills and experience necessary to develop and assist you in implementing a well-balanced business succession strategy.  We work with you and your other advisors to develop a plan that gives you piece of mind… knowing that, when the time comes, your business will be transferred as you have planned in an orderly manner.

 

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