Business Succession Planning
Your business is more than an asset—it’s a legacy.
At Citrus Advisory, we understand that your business represents years of hard work, dedication, and vision. Planning for its future is not just about numbers—it’s about preserving your legacy and ensuring a smooth transition for the next chapter.
Whether you’re preparing to pass the torch to family, sell to a third party, or step into retirement, our coordinated approach ensures every legal, tax, and financial detail is addressed with precision and care.
Why Business Succession Planning Matters
Without a clear plan, your business could face:
Disruption in operations
Family disputes or ownership conflicts
Unnecessary tax burdens
Loss of business value
Our goal is to help you avoid these pitfalls and create a roadmap that protects your interests and your legacy.
Our Comprehensive Approach
1. Ownership Transition Strategies
We help you determine the best path for transferring ownership:
Family Succession: Develop a plan that balances family harmony with business continuity.
Third-Party Sale: Maximize your business value and negotiate favorable terms.
Management Buyout: Empower your leadership team to take the reins.
2. Tax Optimization
Succession planning without tax strategy can lead to significant losses. We:
Minimize estate and gift taxes
Structure transactions for maximum tax efficiency
Coordinate with your CPA and legal team for seamless execution
3. Legal Structure & Compliance
We ensure your plan is legally sound:
Draft or update buy-sell agreements
Review shareholder or partnership agreements
Address regulatory and compliance requirements
What Makes Our Advisory Services Different?
Cross-Functional Collaboration
Your CPA, financial planner, insurance strategist, and business consultant work as one team—sharing insights, aligning strategies, and delivering a 360° view of your financial world.
Customized, Not Cookie-Cutter
Every plan is tailored to your unique goals, risk profile, and life stage—no templates, no shortcuts.
Proactive, Not Reactive
We don’t wait for tax season or market shifts to act. We anticipate challenges and opportunities, helping you stay ahead of change and in control of your future.
At Citrus Group, we harness the power of artificial intelligence and advanced analytics to elevate every aspect of your financial strategy. Our AI-enhanced advisory platform doesn’t just crunch numbers—it uncovers patterns, predicts outcomes, and empowers you to make smarter, faster, and more confident decisions. Here’s how we integrate AI into your financial journey:
1- Real-Time Financial Intelligence
Our AI tools continuously analyze your financial data—cash flow, expenses, investments, and tax exposure—to identify trends, anomalies, and opportunities in real time. This allows us to:
Detect inefficiencies before they become costly
Optimize tax positions dynamically throughout the year
Provide instant scenario modeling for major decisions
2- Predictive Planning & Forecasting
We use machine learning models to simulate future financial outcomes based on your current trajectory and market conditions. This helps you:
Forecast cash flow and capital needs
Model retirement and estate scenarios
Stress-test your business under different economic conditions
4. Financial Security for You and Your Family
Your retirement and family’s financial well-being are top priorities. We:
Design income replacement strategies
Protect assets through insurance and trusts
Align your personal financial goals with your business exit plan
5. Contingency & Emergency Planning
Unexpected events can derail even the best plans. We prepare for:
Sudden illness or disability
Key person loss
Market or economic shifts
Why Choose Citrus Advisory?
30+ Years of Expertise: Our leadership brings decades of experience in tax and financial planning.
Holistic Solutions: We integrate legal, tax, and financial strategies for a complete plan.
Family-Centered Values: We understand that your business is personal—and so is our approach.
Start Planning Today
Your legacy deserves more than chance. Let Citrus Advisory guide you through every step of your business succession journey.
📞 Call us today or schedule a consultation to secure your future.
Get In Touch With Citrus Group
See how we can help your business thrive
Our unique approach, combined with the experience and expertise of our professional team, enables us to offer innovative solutions for our clients.
US Corporate
Address – 16500 San Pedro Ave Suite 295 San Antonio, TX 78232
Office – (888) 530-1930
Citrus Audit Group
Address – Cheyenne, 1063 Capitol Avenue Suite 413, Cheyenne, WY 82001
Tel – (888) 530-1930
Citrus Insurance Group
Address – 16500 San Pedro Ave Suite 295 San Antonio, TX 78232
Tel – (888) 530-1930
Citrus Advisory
Address – 16500 San Pedro Ave Suite 295 San Antonio, TX 78232
Tel – (888) 530-1930
Citrus Group Global provides integrated professional services worldwide.
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