Business Planning PDF Print E-mail

Often, the majority of a person’s wealth may be tied up in a closely-held company.  That makes decisions regarding the future of that company vitally important to the financial security of that person and their family.

Some companies may choose to continue operating within the family, and look to expand through a merger or an acquisition.  Other businesses may view the industrial climate ideal for selling the business and investing the proceeds in other business enterprises or retiring. 

In either scenario, we are experienced in the process involved, both as a purchaser and seller.  Working in conjunction with accountants, brokers, bankers and others, we provide comprehensive services, advice and guidance through this phase of a business.

  • Solicitation of Inquiries
  • Negotiation
  • Transaction Structure
  • Tax Implications
  • Document Drafting
  • Document Review


  • Financing/Refinancing Assistance
  • Due Diligence
  • Strategic Business Planning
  • Tax Planning

Copyright ©2015 LaValley, LaValley, Todak & Schaefer Co., L.P.A. All Rights Reserved.
No portion of this website may be reproduced, copied or revised without written permission of LaValley, LaValley, Todak & Schaefer Co., L.P.A.