Sonora, CA
Modesto, CA

Exit Stages

What do you do when you're ready to leave the business or hand the reigns over to the next generation, a valued employee or someone else? Planning to retire or the succession of your business often takes years and a number of strategic moves to maximize the price and minimize the tax consequences of your exit strategy.

  • Succession can take many forms:
  • Sale to a third party
  • Sale to one or more children
  • Gift
  • Purchase from within the company by one or more employees

We can handle the transactional elements and managerial issues that arise in succession. We want help you through familial issues, which, can be very difficult. Taking our experience from hundreds of situations as well as our own families situation we'll work with you to secure your legacy.

We love the part of our job where we help people who have worked hard to build a business realize their exit goals. We would be honored for you to work with us in one of your most life changing events. Please give us a call at 1.209.521.6260 to see if we're a good fit to work with you.

Based in Modesto, CA with a location in Sonora, CA, Gianelli Nielsen, PLC serves clients throughout California.

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