Business Succession & Exit Planning

Business life cycle.

As a safeguard for your family's future, we guide you throughout the life cycle of your business, identifying specific business strategies that align with your family's end goals and desired outcomes.

LET’S TALK

We want you to be certain that the work you have put into growing your business will benefit you, your family, and other stakeholders.

This overview of our services and solutions will help you know if Presidio is the right partner for you.

The Process

Succession Planning & Exit Strategy Services

Attract, retain, and reward your key employees and help secure their personal financial success with the key drivers of your business's success.

Attract, retain, and reward your key employees and help secure their personal financial success with the key drivers of your business's success.

Use the $12.92 Million per individual onetime exemption (in 2023) to make lifetime gifts of corporate stock or family partnership assets, taking advantage of available valuation discounts.

If you plan to eventually sell your business, we can help you put a team and plan in place today to help you get the most value, whether your goal is to sell to:

  • The next generation
  • Your employees
  • Financial buyers, such as private equity firms
  • Strategic buyers

Business Owner Services & Solutions

As a business owner, you require guidance and support from a variety of professionals to facilitate the growth of your business.

We offer access to a network of professionals who can assist you in various areas, including:

  • Accounting and tax services

  • Legal services (business, transactional, or estate planning needs)

  • Banking solutions

  • Benefits and risk management

Our team at Presidio has access to a robust network of professionals. As we review your current needs and service providers, we look to bridge any gaps, determine new services that would add value, reduce costs, or to help increase efficiency for the same costs.

Talk to us today.

Presidio Wealth Partners
757 N Eldridge Parkway,
8th Floor, Suite C
Houston, TX 77079

Hightower Advisors, LLC is a SEC registered investment adviser.