Succession Planning Services

For North Carolina Business Owners

LBA Haynes Strand has significant experience providing succession planning services that meet the specific needs of our clients. Every business owner we work with benefits from the involvement of a firm partner and associated team who take the time to understand the unique and complicated family dynamics of each situation.


With that understanding in hand, we're able to deliver a suite of estate planning and succession planning services that focus on:

  • Tax Planning
  • Business Valuation
  • Business Restructuring
  • Income Tax Consequences
  • Income Tax Projections
  • Retirement Projections

This focused effort minimizes the often complicated effect that relationships and emotions have on the succession planning process.

Our goal is clear: We want to partner with you to develop and implement a well-designed succession plan that maximizes tax savings while ensuring the survival of your business and the smooth transfer of wealth from one generation to the next.

Learn More About Succession Planning