Building a successful business is an enormous achievement. But every business owner needs to have a strategy for leaving their business plus an up-to-date estate plan in place.

EFPR Group has the professional staff and services to help address a broad range of Business Planning needs. The partners of EFPR Group bring a wealth of professional and practical experience to help find the right strategy to manage your business.

Exit Strategies

As an owner, it is never too early to begin planning for how you will conclude your association with your business. Knowing early on what your goals are: sale, merger, passing it to a family member or even liquidation, allows you to build strategies you need to meet your future goals.

We understand exit planning is often the most important decision facing a small business owner. In a family business, the issue can be more sensitive and complex. We help you consider the market, your company’s valuation, tax implications, the plan for your employees, and your personal goals.

Estate Planning for Business Owners

Good estate planning is a team effort that involves your attorney, accountant, insurance agent, investment advisor, and your banker. What will be the income tax ramifications for your heirs? Will the cash flow for a surviving spouse be adequate? Will you pay more than your fair share in taxes? Is there a way to accommodate bequests to a charity and still have financial security?

As your accountant, we remain independent and objective. We make certain all the professionals you need work together to create an estate plan uniquely suited to your financial situation. EFPR Group will help you understand all the options available to you as well as the tax ramifications of each.

We are active participants in the Estate Planning Council of Rochester and have extensive experience in the estate planning process.

The EFPR Group Advantage

For over 60 years, our knowledgeable and experienced team of CPAs and business consultants have been serving individuals and businesses in Western New York and around the nation. Our knowledgeable and experienced team of CPA’s and Business Consultants are ready to help manage your financial future.

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