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LEADERSHIP GREATER ROCHESTER
03-Jan-2012

Article written by Gina Chase: Leadership Greater Rochester strives to build a broad-based netw..

CROSKEY LANNI, PC CONTINUES TO SUPPORT LOCAL COMMUNITY
08-Dec-2011

Through a combination of programs, Croskey Lanni, PC raised over $1,700 in donations direct..

CROSKEY LANNI, P.C. ANNOUNCES RETIREMENT OF ROBERT A. WESTBURY, CPA
22-Jun-2011

Bob Westbury is a hardworking, dedicated and trustworthy individual who focuses on client service. A..

CROSKEY, LANNI & COMPANY JOINS THE BDO SEIDMAN ALLIANCE
24-Aug-2010

FOR IMMEDIATE RELEASE ..

Succession Planning

When retirement is on the horizon or you’re stepping down, it’s essential that a succession plan be in place.

Without it, gift and estate tax penalties can usurp your assets, and the business can be transferred to an incompetent employee or family member.

Croskey, Lanni & Company, P.C. will work to help ensure the business you worked so hard to build remains intact, and a competent individual takes over the reins.

Our succession planning services include:

  • Buy/Sell Agreements
  • Cultural Compatibility Analyses
  • Employee Stock Ownership (ESOP) Plans
  • Estate Planning
  • Exit Strategies
  • Management Consulting
  • Merger and Acquisition Consulting
  • Planning For Family-Owned or Closely-Held Businesses
  • Strategic Business Planning
  • Tax Consulting
  • Valuation Services
For more information on our Succession Planning services, simply call (248) 659-5300 or click here.