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Handing down your business to a son or daughter, or someone else in the family, can often be the dream for owners of family businesses. But what happens if this isn’t an option? Or if there are challenges causing you concern, and resulting in your wondering whether this is the best way forward for the business you have put so much of yourself into over the years?

Talk to the experts at Whittaker to get an objective input, and to help you view this more dispassionately, so that you can make successful and profitable decisions for your family owned business – while continuing to maintain a healthy relationship with the family members involved in it. You can rest assured we keep everything in confidence.


Tax returns, financial statements, IRS communications and similar items are vital to address and process, but they should not be the focal point. Think of these as tasks to get to the real work, which is providing you the information you need and an interchange of ideas to move you forward. The goal is to help you implement your strategies and vision. This is what we do!