SUCCESSION PLANNING

At Stokes & Powell CPAs our succession planning services are designed to help businesses and individuals ensure a smooth transition of leadership and ownership. We work closely with clients to develop tailored strategies that address key considerations such as tax implications, business valuation, governance structures, and employee retention. Whether planning for a family- owned business transition or a broader organizational change, our team provides expert guidance to mitigate risks, maximize value, and maintain continuity for clients and stakeholders alike.

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Tax Planning & Compliance
Accounting & Bookkeeping
Succession Planning
Trust & Estate Planning
New Business Consultations
IRS Problems and Notices
QuickBooks Consulting