Succession Planning

We'll help Organize your Small Business Transition in our Boise Accouting Firm

As a small business owner, you have spent time, energy, and money getting your company to be where it is currently. However, there will come a time – whether through death, disability, or retirement – when you will have to step down as owner of your business.

At Robert R. Naugler, CPA, PA, our accounting professionals will help you organize a business owner transition strategy so that you can better plan the future for yourself, your family, and your business. In our Boise, ID accounting firm, we will work with you to come up with a plan that puts your mind at ease.

What is Involved in a Small Business Transition?

Every business transition is unique, with many factors contributing to its success. When you consult with our Boise accountants, we review your specific case and devise a plan that will best suit you and your business. If a potential buyer is interested in your business, you, as the owner, most present your company in a way that is appealing to your successor. Any business must adopt a specific set of characteristics in order to draw in buyers.

Here are some factors that come into play when transitioning ownership:

  • The value of certain financial institutions
  • Shareholder dollars
  • Due diligence accounting
  • Information exchange and documentation

There is a lot of back-and-forth associated with a small business transition, and with the amount of information that needs to be communicated between the buyer and the seller, it is easy to lose track of some details.

At Robert R. Naugler, CPA, PA, we organize every bit of information involved in your small business transition so that you don’t have to. We will keep track of the details so that you can continue to focus on the efficiency of your company.

A Small Business Transition Strategy in Boise

We strive for compatible and long-term relationships with our clients, which is why we meet with them regularly – either quarterly or monthly. With continual communication, we get to know your business on a personal level and can easily answer your questions.

By keeping in touch with our clients, we are able to thoroughly explain our processes and accounting software in a comprehensive manner. Likewise, during your small business transition, we will organize your specific strategy in a way that is understandable to the acquiring party.

Call Today!

Our accountants are here to give you peace of mind, and you can rest easy knowing that your business is in good hands with the accountants at Robert R. Naugler, CPA, PA.

For more information about the services we provide, or to schedule a consultation, call our Boise accounting firm today! 

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At Robert R. Naugler, CPA, PA, we've been serving the accounting needs of Boise, ID and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.

Please fill out this form and let us know how we can be of service. We will happily offer you a consultation to determine how we can best serve you.

Thank you for visiting. We look forward to working together!

Robert R. Naugler, CPA, PA

6727 Ustick Rd.,
Boise, ID 83704
T: (208)322-0635
F: (208)322-6535
E: robert.naugler@nauglercpa.com

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