Providing Strategies for Transferring Business Ownership to the Next Generation - or New Leadership
Developing and implementing a well-designed succession plan is essential to the survival of any family business. Yet, while eighty-five percent of family-owned firms have identified a family member as a successor, just one in eight has a succession plan in place.
Are you one of them?
If you already have a succession plan in place, then you’re already on your way to a secure financial future, but if you don’t, we are here to help.
Succession Planning: The Cornerstone of Your Financial Future.
As trusted advisors, we assist business owners in securing financial independence by structuring their business in a way that promotes long-term success and stability. We work with business owners and their families to develop plans for transferring business ownership to the next generation or to new leadership.
If you decide to sell, we work with you to identify the financial strengths and weaknesses of your business and develop a plan to maximize its value in preparation for sale. If you decide to keep the business in the family, we work with you to prepare your successor to take over the business or identify one if you haven’t already done so.
Succession planning services include:
- Assist with the internal transfer to a family member
- Identify a potential buyer(s)
- Business valuations in preparation for sale
- Buy and sell agreements
- Estate and trust tax planning
- Gift tax planning
- Retirement planning and tax projections
- Business restructuring
It's Never Too Early to Start Planning an Effective Business Exit Strategy.
If you need assistance figuring out which exit strategy is best for you and your business, simply fill out the contact form below or give us a call right now.
Services Section
Affordable, experienced, and friendly, you can count on us for all of your tax preparation and accounting needs. Take a look at our tax services for individuals below or give us a call to find out how we can help. You’ll be glad you did!
- 01 Services For Individuals
-
02 Business Services
- 02.01 Small Business Accounting
- 02.02 Bookkeeping Services
- 02.03 Payroll
- 02.04 Part-Time CFO Services
- 02.05 Audits - Reviews - Compilations
- 02.06 Forensic Accounting
- 02.07 Cash Flow Management
- 02.08 Bank Financing
- 02.09 Business Valuation
- 02.10 Business Advisory Services
- 02.11 Financial Planning for Businesses
- 02.12 Succession Planning
- 02.13 New Business Formation
- 02.14 Non-Profit Organizations
- 02.15 Internal Controls
- 02.16 Litigation Support
-
03 Tax Services
- 03.01 Individual Tax Preparation
- 03.02 Tax Preparation for Businesses
- 03.03 Tax Planning
- 03.04 Estate & Trust Tax Services
-
03.05 Tax Relief
- 03.05.01 IRS Audit Representation
- 03.05.02 Non-Filed Tax Returns
- 03.05.03 Back Taxes Owed
- 03.05.04 Payroll Tax Problems
- 03.05.05 IRS Liens
- 03.05.06 IRS Levies
- 03.05.07 IRS Wage Garnishment
- 03.05.08 IRS Seizures
- 03.05.09 IRS Payment Plan
- 03.05.10 Offer In Compromise
- 03.05.11 Bankruptcy
- 03.05.12 Innocent Spouse Relief
- 03.05.13 Get Your IRS File
- 04 Services for UltraaBooks
- 05 Industries
F.A.Q
Over 500 every day frequently asked financial-questions answered, we strive to serves the best solutions to all humanity
-
My company's books are a nightmare. I don't even know where to start ?
We take care of your books for you, so you can get back to the job of running your business and generating profits.
-
I'm spending all my time managing payroll for my employees.
We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
-
I use Quickbooks, but I'm not sure I'm getting the most out of the software.
We offer a variety of services to help make sure that you are taking full advantage of UltraaBooks' many features.
-
I made a mistake on my taxes.
We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
-
I need help planning my family's financial future.
We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Contact
We would love to hear from you! We strive to provide the best possible service for our clients. Please leave a review to let us know how we are doing and to share your experience with others.
Our Address
3825 Maher Manor,
Glen Allen VA 23060, USA
Email Us
info@murtiglobal.com
Call Us
+1 (804) 480-1080