Helping multi-generational businesses lay a foundation for future generations.

This channel focuses exclusively on tax, systems, and strategy around succession planning. For the founder looking to encourage an employee to step into the position of ownership, or the next generation looking to fasttrack what's required to be a leader of an already established company.

We've helped more than 100 businesses into the 2nd and 3rd generation. And we're an 80 year old CPA firm ourselves, on the 8th and 9th partners in succession. We know what it takes to make it work.

Have you tried our custom GPT, all around succession planning? www.gwcpas.com/our-gpt

This is also the home base of The Art of Succession Podcast, an interview show featuring the stories of owners who've purchased their businesses.

Disclaimer: This material has been prepared for informational purposes only. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.