Years of sacrifice. Late nights spent poring over numbers. Mornings that started before sunrise. Your business is more than income—it’s a piece of you. But what happens when it's time to hand it over?
Will your business survive without you? Will your wealth get swallowed by taxes? Will family relationships fray without clear direction?
At Scepanovic & Associates, we build business succession strategies that deliver answers—not headaches. We help you move on without second-guessing if you left money on the table or missed a critical detail. Whether you’re planning a private business sale, passing leadership to family, or selling to employees, we ensure your exit strategy protects your wealth and secures your future.
Clarity and confidence in every financial decision
Confusion breeds bad decisions. Financial jargon, conflicting advice, and complex tax rules leave too many business owners overwhelmed and unsure where to start.
That’s where we come in. We explain things clearly—no nonsense, no fluff, no sales pitch disguised as advice. Every meeting is built to teach, not just advise.
Expect clear steps, explained in the language you understand. Whether you’re minimizing taxes, structuring your sale, or building wealth outside your business, you’ll walk away informed, confident, and in control.
Your business exit strategy: Clear, structured, and tax-smart
A successful business succession plan isn’t about signing one contract and calling it a day. It’s a strategic process that demands precision, preparation, and smart timing.
Our process covers:
- Tax efficiency: We know how to minimize your tax bill. Through capital gains exemptions, holding companies, and smart withdrawal strategies, we ensure your money goes where it belongs—in your pocket.
- Clear transition strategies: Whether you're passing your business to family, selling to employees, or handing it off to an outside buyer, we map out the cleanest path forward. No messy disputes. No confusion.
- Maximized sale value: If you're pursuing a private business sale, we structure your deal to attract strong buyers and maximize the sale price. From financial cleanup to value-enhancing strategies, we position your business for top-dollar results.
- Wealth preservation: Your business is an engine that’s built your wealth. We ensure that wealth continues to grow—long after you’ve stepped away.
Your business exit should be a reward, not a risk. We make sure your plan is strategic, organized, and built to protect everything you’ve earned.
Your business has given you wealth—now it’s time to enjoy it
Business owners love to push wealth off for “someday.” Someday I’ll take that trip. Someday I’ll upgrade the house. Someday I’ll step back and enjoy it all.
That mindset keeps your wealth locked inside the business—never making its way into your life.
But your business should fuel your lifestyle, not just sit there on paper.
We build a plan that allows you to enjoy your wealth today without sabotaging your future.
- Tax-smart withdrawals: We pull money from your business in ways that reduce tax burdens and maximize what you keep.
- Confident spending plans: We create clear spending strategies so you can enjoy your wealth without worrying about running out.
- Aligned financial strategies: Your personal financial goals and your business exit strategy should work together. We make sure they do.
Your business has built your wealth. Now it’s time for that wealth to build your life.
Coordinating every step of the process
Succession planning is rarely simple. Accountants, lawyers, tax experts—they all play a role. And when they aren’t communicating, critical steps get missed.
We bring it all together. As your financial quarterback, we coordinate every piece of the puzzle. No conflicting advice. No forgotten steps. No confusion.
We manage the entire process so you can focus on the big picture—not the back-and-forth between professionals.
Maximizing the value of your private business sale
Selling your business isn’t just a decision—it’s a skill. Timing matters. Preparation matters. Structure matters. We guide you through it all.
We help you:
- Prepare for sale: We clean up financials, streamline reporting, and organize records to ensure your business attracts serious buyers—not window shoppers.
- Protect the sale process: From due diligence to contract negotiations, we manage risks to ensure your sales stay on track.
- Secure optimal terms: Whether you prefer immediate payouts, staged payments, or structured shareholder agreements, we build the deal that matches your goals.
Your sale shouldn’t feel like a gamble—it should feel like a win.
Tailored solutions for every exit strategy
transition, or a family handoff, we structure the plan that works for you.
Our solutions include:
- Family succession planning: Helping families transfer wealth and leadership without conflict or confusion.
- Employee or management buyouts: Rewarding the people who helped build your business with structured, stable buyout plans.
- Private business sale planning: Reducing taxes, increasing value, and ensuring your sale meets your personal financial goals.