Our Firm Provides Objective Guidance for Successful Succession Planning 



A well-designed succession plan is critical in the evolution of a business, whether that is from one generation to the next in a family-owned business or in the future sale of the business. There are many considerations involved in finding the right succession plan for your situation, including:

  • What is the owner’s vision for retirement?
  • What is the value of the business?
  • Who will purchase the business?
  • What is the time frame for the owner to exit?
  • What drives the value of the business, including industry expertise, staffing, processes, and/or the client list?

At Valley Tax, we will meet with you to understand your personal situation, and then we will work to craft a succession plan that addresses your specific needs and future objectives.

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A Next Generation Accounting Firm™

As a Next Generation Accounting Firm, we are committed to being on the leading edge of industry best practices. We have seamlessly integrated technology into our accounting services—supporting a highly efficient end-to-end digital process and eliminating the need for paper. Our advanced, web-based platform provides personal, secure portals where we deliver documents electronically and share information with you in real-time. Regardless of the day, hour or location, you have convenient, confidential access to your financial data with a few clicks of a mouse.

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Phone 610.250.0862 • Fax 484.626.8990
Email: info@valleytax.net