Succession Planning
Do you have a plan?
Over the years we have engaged with many families in their focus on planning their estates and on succession planning in their businesses. At times, our most beneficial service to these families has been to encourage them to focus on these important matters. Most often, we are in a “trusted advisor” role with our clients and have good knowledge of their financial situations and aspirations, as well as of their family dynamics.
Extensive Business Succession Planning Solutions
We offer tailored solutions in tax, merger and acquisition, wealth management, family business, and charitable planning. Our advisors can even help you identify candidates for critical roles such as trustee and executor, alongside your attorneys and bankers.
Tax Planning
Navigating the tax implications of succession is crucial for a seamless transition. Our experienced tax professionals work closely with you to develop strategies that optimize tax efficiency, minimize liabilities, and ensure compliance with ever-evolving tax regulations. Whether you’re transferring assets, restructuring ownership, or managing estate taxes, we have the expertise to safeguard your financial interests.
Merger & Acquisition
Wealth Management
Family Business Succession
Charitable Planning
Why Dean Dorton?
A Trusted Consulting & Advisory Firm
Working with Dean Dorton provides a spectrum of benefits:
Innovative Thinking
Fresh perspectives to reimagine your business strategy.
Meticulous Attention to Detail
Ensuring every aspect of your business is considered and optimized across business functions.
Timeliness
Commitment to providing high-quality services within efficient timelines.
Client Success Focus
Initiatives that align with your specific business goals to drive the desired results.
Expert Partnership
Work directly with nationally recognized experts who are committed to help your business thrive.
Strategic Positioning
We help position your business advantageously for existing and emerging opportunities.
