Working with AGH to smoothly transition your family business to the next generation can further strengthen the legacy you created over the years. Whether the transfer occurs by buying and selling shares between family members or by simply handing over the keys, our firm helps clients arrive at the most appropriate strategy for their needs. The key element is early planning so that operating or organizational changes can be made in advance to generate the best results for our clients.

To help ensure a smooth and effective generation transfer, AGH works with each client to:

  • Examine business operations
  • Design a transition plan based on family goals
  • Connect businesses to other advisors who can help with succession goals
  • Devise creative approaches that meet the needs of the next generation
  • Minimize the tax effects of ownership transfer

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