“When we were in need of financing several years ago, Grassi & Co. helped position us to secure an excellent deal. Their knowledge of the construction business and their relationships with lenders was a strategic benefit to our working with them through the years. They've also been instrumental in helping us with our estate planning situation.”

John Dierks, Dierks Heating Co., 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.