“We had been working on our succession planning for a number of years but could not come to a resolution. We hired the Grassi team, and they immediately developed a succession strategy, which was incredibly tax efficient and also provided a smooth and sensible transition.”

Tom Barr, Treasurer, Barr & Barr Builders, Inc.

Succession Planning

Succession Planning

Grassi develops succession plans that ensure the tax-efficient transfer of business management and ownership to the next generation. Our professionals help preserve what our clients have worked so hard to earn. In addition, our team provides the services necessary to support this planning, including business valuations, shareholder buy/sell agreements, stock option plans, creation of family limited partnerships, and support with the sale of clients' businesses.