Succession Planning
Business Succession Planning Services by a CPA Firm in New York
Planning for the future of your business isn’t just smart, it’s essential. At GTA Accounting Group, a top-rated CPA firm in New York, we offer strategic, customised business succession planning services to help business owners transition leadership, protect wealth, and maintain operational continuity.
Our team includes experienced CPAs, tax advisors, and business succession planning attorneys who understand the unique legal and financial challenges of transferring ownership in New York.
Whether you operate a family-owned business, a partnership, or a growing corporation, we ensure your business survives—and thrives—beyond your tenure.
Understanding Business
Why Succession Planning Matters in New York
New York’s complex tax code, legal landscape, and market volatility make succession planning even more critical. Many businesses leaving NY or transitioning to new leadership face:
- Tax penalties from poorly structured ownership transfers
- Legal disputes among heirs or business partners
- Loss of customers, employees, or brand identity
- Inability to sell or transition the company at fair value
Without a solid plan, your business—and your legacy—could be at serious risk. That’s why working with both a CPA and a succession planning attorney in New York is crucial.
Expert Guidance
Who Needs a Business Succession Attorney in New York?
Succession planning isn’t only for large corporations. You need a business succession planning attorney if:
- You own a family-run or closely held business
- Your business involves multiple partners or shareholders
- You’re nearing retirement or planning an exit
- You want to prevent family or partner conflicts
- You’re unsure about New York’s legal/tax implications for transitions
Areas We Serve
Areas We Serve Across New York
GTA Accounting Group proudly provides succession planning services in New York, including:
- New York City (NYC)
- Queens
- Brooklyn
- Long Island
- Buffalo
- Albany
Whether you’re local or planning to relocate or sell out-of-state, we’ll guide your succession process with accuracy and confidence.
