Whether your business is law, construction, manufacturing, retail, or government contracting, and you require exit planning, asset protection, or a tax planning solution, our business has been "solving clients' problems" since 1977.

Exit Planning & SUCCESSion Planning

Exit Planning & SUCCESSion Planning

What does retirement mean to you?
Are you considering selling your business this year? What about in five years or in 10?

Exit planning starts the moment you start your business.  You will  be exiting your business one day by:

  • Transferring to your family
  • Selling to employees
  • Selling to an outside buyer
  • Closing down the business (voluntary or involuntary)
  • Dying at your desk and letting your heirs worry about it

Establishing a solid plan can help you exit your business on top.  Steven Bankler and his team of Certified Public Accountants design exit and succession planning strategies for closely held and family-owned businesses. 

Exit Planning & Succession Planning SERVICES INCLUDE:

  •  Tax Minimization Strategies
  • Asset Protection
  • Business Financial Planning
  • Restructuring
  • Industry Comparisons
  • Estate Planning
  • Transaction Tax Planning
  • Forensic Accounting

Take the ExitMap® Assessment© Questionnaire

This questionnaire consists of 22 questions which produces a 12-page summary report that will be emailed to you and your Transition Group Advisor. The report ranks the overall preparedness of a company for transition and provides a breakdown of the four major categories of readiness: Finance, Planning, Profit/Revenue and Operations.

Are you confident you’re paying the least amount possible on your business taxes?
Schedule a private and complimentary consultation with Steven Bankler and put more money in your pocket!

“Mr. Bankler’s work as an expert witness is characterized by his ability to think outside the box while retaining technical specificity and cost-effective solutions to complex problems of accountancy. His ability to analyze new information as it develops in a trial setting, and then to guide and effectively advocate the client’s position, elevates him to a select tier of accounting experts.”

Litigation Attorney

San Antonio, Texas