One-third of small business owners have to liquidate all or part of their businesses to help pay estate taxes, eliminating jobs in the process. Expert consultants who meet confidentially with business owners to discuss their needs and goals and review company financial information.
Consultants are available to every region of New York State.
They are part of a statewide team with expertise in family business succession, mergers and acquisitions, estate planning, bankruptcy, corporate restructuring, valuation, union buyouts, and employee stock ownership plans. A meeting with the business owner to review the report and identify potential financing sources and professionals to implement the plan. For a list of OTS consultants, please see the attached contact list.