“Grassi and Co. have been excellent accountants and advisors to our business. We have worked with them for over 10 years. During this time they have provided wise counsel on various and diverse business matters. There is no doubt that this advice has saved us a significant amount of money. ”

Frank Sciame, CEO, F.J. Sciame Construction 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.