Succession, Transition and Estate Planning Solutions

Harding, Shymanski & Company, P.S.C. has over 40 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. Taking that one step further, our estate planning experts will HSC STEPS Logoguide you through the decisions you need to make to ensure that your estate is distributed according to your wishes.

What many business owners don’t realize, is that the sooner you begin the planning process, the more choices you have because there are more options available to help you meet your long-term goals. Transitioning a family business presents additional complexities–complexities our HSC STEPS team will walk you through to find the right path for your unique situation. It’s a tried and true process—that delivers results as individual as your business and family.

Perhaps one of the hardest questions for a business owner is: What do I really need in order to successfully transition out of my business? Through the HSC STEPS process, our team will help you find your best answer. 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—commonly referred to as the gap. Then we will work with you to bridge any gaps whether they are in succession planning, building business value, or transferring assets to future generations.

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