“The best time to start talking about taxes in a succession planning is from the beginning. “

Kevin Lovins
Tax Shareholder
Briggs & Veselka

Planning for Orderly Succession – Part 1

Whether a closely-held or a family held business, the transition of a founder/owner presents emotional, financial and operational issues, no matter how much forethought is invested in the transition process. We were fortunate to have some clients and friends of the firm comment on their real-time challenges and considerations in this first of a two-part video on what you might consider when it comes to planning for an orderly succession of your company. You will hear insights from Rod Fernandez, President, Affordable Tours, who runs the company with other family members; Kevin Lovins, A B&V shareholder who specializes in tax planning for closely held businesses; and Sammy Campo, President, Campo Sheet Metal, a soon to be 4th generation company that was founded a century ago.