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Succession Planning

Determining when and how to smoothly transition ownership in a company to family or employees is vital to the continued success of the business and retention of wealth created by the business.

Delphi works closely with clients and their advisors to make the process of transition as effortless as possible. We assist with planning and valuations for the following transition mechanisms:

  • Transitioning through gifting shares and gift tax compliance
  • Determination of values for sale of stock to family or employees
  • Stock based compensation
  • Employee Stock Ownership Plans (ESOPs)