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Succession Planning Guide

Handing over your business to family members successfully can mean the difference between being financially sound for life or losing the value of many years of hard work and effort.

More than 70 percent of family-owned businesses do not survive the transition from founder to second generation. Rather, they fall prey to either the estate tax or family discord. Developing and implementing a well-designed plan is essential to the long-term success of the business you've grown and developed from the very beginning.

Business Advisory

At Canon Capital, we know what it’s like to lose sleep over tough business challenges, especially in today’s environment.  Our team of Certified Management Accountants (CMAs) have years of experience in working with business owners to create strategies that work.  Whether you are looking to grow your business or looking to start, acquire, or sell a business, we will help you work through the issues and make the right decisions.

Services Provided by our CMAs and Business Advisors:

  • Strategic Business Plan Development
  • Acquisition & Disposal Strategies
  • Business Valuations
  • Capital Structure & Entity Advice
  • Controller Services
  • Organizational Management

Personal Financial Planning

Our team of PFSs (Personal Financial Specialists) work with individuals in a variety of areas including financial planning, income tax planning, insurance planning, investment planning, charitable planning, and financial independence. 

Services Provided by our PFSs:

  • Retirement Planning & Social Security Planning
  • Assistance With Drafting Wills, Living Wills, & POAs
  • Trust Establishment
  • College Tuition & Scholarship Planning
  • Personal Net Worth Analysis

Audit Services

Our team of CPAs work with not-for-profit agencies to provide a variety of services, including audits, whether “full-blown” or limited scope.  In addition, our team does a variety of other work for non-profits that we are not engaged to provide audit services for.

Services Provided by our Auditors:

  • Non-profit Tax Return Planning & Preparation
  • Limited Scope Audits & Agreed Upon Procedures
  • Strategy & Operational Assistance
  • Fiscal Oversight
  • Information Risk Management
  • Internal Control Evaluation
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