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Transition Services

Offering a robust line of productsto meet your personal and business needs

Transition services

For trusted expertise to help you manage business transitions, look no further than our team of financial professionals. From helping you to initiate your business or practice to selecting the most advantageous legal structure, to helping you navigate business transactions including sales, mergers and acquisitions, we can support your goals.

Our deep experience in all areas of business transition services means that your peace of mind is assured no matter where you are in the business cycle. We offer expert assistance with:

  • Acquisitions and mergers
  • Sale of a business
  • New entity selection
  • Business structuring
  • New practice set-up for dental, medical, veterinarian and real estate professionals
  • Partnership formation
  • Tax planning for business transitions
  • Accounting for new businesses and professional practices

In addition to ensuring that your business or professional practice is operating effectively, our transition services can help to put your company in the best possible position to reduce taxes, create a strong financial foundation, and have a prosperous future. Contact us today to learn more about how we can assist you.