Business Growth and Succession

We help business owners understand the internal compliance actions they can take to ensure that their business entities will not allow liability to spill over into the personal lives of the owners. We also help those interested in purchasing or selling a business understand how to structure the transaction to be as beneficial as possible.

We will work with your business team to structure the best transaction for any deal. The professionals at Monarch Wealth have relationships with regional and national investment bankers, mergers and acquisitions professionals, CPAs, and valuation specialists. If you do not have a team in place, we will help you form one.

If your business continuity strategy involves passing your business to your children, we can help you understand how to do this in a tax effective manner. One of the most effective estate planning strategies for a business owner is to pass the business to the children in a way that leverages IRS-accepted valuation discounts. The business can be passed over time without any reduction in your ability to manage it until the business is completely transferred.

If you own a business, or are thinking of purchasing one, please feel free to contact us to determine how we can be of benefit to you.