Succession and Exit Planning

A seamless transition to ensure success

You didn’t spend all those years building and investing in your business just to stumble through a stressful, ill-advised exit plan.

The tax implications of selling or passing down your enterprise can be complex. Don’t overlook the multiple valuation, negotiation, financing, and regulatory issues likely to come into play. Poor planning and bad advice can turn any exit plan into a financial disaster.

With decades of experience working through complex buy-sell arrangements and succession planning strategies in a variety of industries and circumstances, we can help ensure a seamless process designed to maximize value to you.

Business succession planning depicted by the handing over of a baton, with an urban office view in the background

Service when you need it

We provide support on your schedule, so our level of involvement is up to you. These are a few of the ways we can help, either on a short-term or long-term basis:

  • Owner and/or management succession planning
  • Estate and tax planning
  • Business valuation
  • Buy/sell agreement assistance
  • Business and strategic planning
  • Tax-favorable deal structuring
  • Negotiation support

The Kraft Difference

Handshake icon

People you trust

Anchored by local roots and respected in the industry, we’re proud of our people-first culture, which has set us apart for over six decades.

User icon

Industry expertise

Our team is led by experts with up-to-the-minute insight in their field. We’re accessible and ready to help when you need us most.

Bulb Icon

Independent thinkers

As one of our industry’s most established independent firms, we think critically and move quickly. Clients get answers fast and see tailored solutions.

Globe icon

Bandwidth for diversity

As a growing firm in a thriving region, we evolve to meet the needs of our diverse clientele, particularly those in the competitive middle market.

Team Leaders

Jerry Moss is a member-in-charge and practice leader of the tax services team

Jerry Moss

Member-in-Charge

Tax Services

KraftCPAs PLLC

Mark Patterson is a member with the tax services group

Mark Patterson

Member

Tax Services

KraftCPAs PLLC