Financial Planning

Whether you own a small business or organization having a plan in place is essential in keeping things in order for your family and their future.

Retirement Planning

The first step in retirement planning is to solidify your succession plan with your family or direct associates to help minimize risk.

Tax Projections

One of the hardest succession planning elements to overcome is the tax burden that families face when transitioning a family buisness.

How can we help?

At Cooper CPA, we truly value providing all our clients the best possible service. Below are the specialized services we offer in regard to Succession Planning strategies designed to help you and your family achieve success.

• Business Valuation

  • Using structured methods to estimate the value of your business for strategic or transactional purposes.

• Business Restructuring

  • Altering the business’s ownership, management, financial structure or operations (via M&A, succession or advisory) to position it for growth, sale, or transition.

• Tax Consequences

  • The tax impact of business decisions (entity structure, buy/sell, ownership changes, etc.) and how those choices affect taxable income, deductions, and overall tax liability.

• Retirement Projections

  • Estimating how the business exit or restructuring impacts your personal retirement funding—ensuring that when you leave the business, you have the financial resources (via sale, succession, payout) to support your retired life.

• Tax Projections

  • The predictive process of estimating upcoming tax liability (for individuals or businesses) to identify strategies, take action and adjust before year-end to optimize tax outcomes.