Succession Planning

When you’re ready to step down and retire from your business (heck, even if you’re not), it’s vitally important that you have a succession plan in place.

Who will run the show when you’re gone? How will taxes impact your investments and assets? You’ve invested too much time, energy and capital in your business to let it all fall by the wayside. The team at Tardy & Co., PC will work closely with you to strategize and create a succession plan that clearly defines and details your wishes for your company and will take care of your investment for years to come.

Tardy & Co.’s succession planning services include:

  • Strategic business planning
  • Business valuations
  • Restructuring strategies
  • Planning for family-owned and closely-held businesses
  • Merger and acquisition consulting
  • Exit strategies
  • Management consulting
  • Employee stock ownership plans (ESOP)
  • Estate planning
  • Tax consulting
  • Cultural compatibility analyses
  • Buy/sell agreements

For more information on our succession planning services, give us a call at (505) 255-1617 or send us an email at