Estate and Succession Planning

Secure the future of your business.

At SBLR, we work with clients to help them explore their options for exiting the business so they can protect the value of their assets, reduce family discord, and minimize tax.

Perhaps you’ll sell to an outside investor or a highly capable employee. Maybe you will transition the business to your children. We can advise you in organizing your personal activities to safeguard a lifetime’s accumulation of wealth and turn it over in an orderly manner. The best time to plan for your business succession is well in advance of your expected retirement or sale date.

Our Services Include

Investigating the options for exiting the business (including liquidation, transfer to a family member, third-party sale or management buy-out)
Developing an action plan to transition the business and your accumulated wealth to the next generation, including estate freezes and buyouts
Addressing potential issues regarding family management succession
Strategic tax planning to maximize the proceeds of business disposition and after-tax cash to your family
Post-mortem estate planning
Trust planning
Probate tax planning
Will planning
Life insurance planning

Meet The Experts

Frank Bilotta,

CPA, CGA

Tax Partner

+1 (647) 476 2378

Stephanie Jindal,

CPA, MTax, TEP

Tax Partner

+1 (647) 476 2271

What Our Clients Say About Us

A couple of years back I switched my accounting services to SBLR. I was not unhappy with my previous provider, but I was looking for a firm that would invest the time to get to know me and my business, with the aim of giving better financial and tax advice. I have been impressed with SBLR’s commitment to service and professionalism, and have appreciated their consistent willingness to take the extra step.

Mark Satov

Founder and Leader – SATOV Consultants

Beyond the numbers, SBLR provides unparalleled customer service. When I first opened my business, the team patiently and thoroughly answered all of my questions. They continue to provide valuable advice to help support the growth of Menus by Maria. I have the utmost confidence in the SBLR team and highly recommend their services.

Maria Gagliano

Owner & Founder – Menus by Maria

I’ve been with SBLR for a number of years and have had an outstanding experience. They’ve handled all my complex corporate and trust issues, as well as my personal tax planning. The partner on my file and all the staff are incredibly knowledgeable and proactive.

JM

Entrepreneur and Investor

The team at SBLR has become a most valuable asset to our financial management, providing expert guidance and ensuring that our personal and business financial affairs are in good hands.

SBLR is to accounting what Michael Jordan is to basketball.

Bram Goldstein

President - BIG HQ

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