Succession, Transition and Estate Planning Solutions

We believe in taking the right STEPS.

 

You need a team that has years of experience helping family-owned businesses with all aspects of succession, transition and estate planning. HSC STEPS is a process supported by a cross-functional team with deep knowledge of business valuation, tax planning and business exit strategies. Whether you are looking for someone to help you transition your business to a family member, key employee, third party or are considering an ESOP, our team can help you evaluate and implement your best exit strategy.

HSC STEPS Logo Through our 7 Step HSC STEPS Process, our team will help you find the best options for you to successfully transition our of your Company.

We will guide you through the exploration of key issues such as:

  • How much control do you want over your business and for how long?
  • Who will run the company going forward?
  • What does a comfortable financial picture look like for you?

Our team can help you understand the difference between where you are now and where you want to be financially in order to exit your business comfortably when you are ready.

What are your next steps?

Take a brief readiness assessment to gauge your business exit preparedness. Once you’ve completed the assessment, a member of the HSC STEPS team will contact you to share your results.

Learn more about HSC STEPS services:

Business Valuation
ESOP Evaluation and Implementation
Family Governance, Coaching, and Meeting Facilitation
Gift and Estate Tax Planning
Merger and Acquisition Services
Outsourced Accounting Services

Subscribe to our newsletter

Subscribe to the HSC STEPS newsletter and twice monthly you’ll receive in-depth articles on succession, transition and estate planning.

For more information about our HSC STEPS services, please contact Kyle Wininger, CPA, CICA, CVA, CFE, at 812-491-1412 or Scott Olinger, CPA, CGMA, CPIM at 502-882-8466. You may also Contact Us through email.

American Roofing President Rick Steinrock and his son

They [The Harding Shymanski Team] demonstrate a genuine interest and caring approach to serving American Roofing and Metal and its family-owners. In addition, and perhaps most importantly, they have been of extraordinary help in developing and executing our company’s succession and transition plan including getting into the weeds of some of the relational issues we have been working through in our generational transfer of ownership.” 

Rick A. Steinrock, CEO
American Roofing and Metal

 

Print Friendly, PDF & Email