Planning a legacy of stability, continuity, and profitable growth.
For small to mid-size business owners, building a successful company has been a priority and a source of pride. Whether transitioning the business to family or selling to a new owner, your utmost goal is to fortify your legacy with a company that continues to thrive under new leadership.
This is no small task, with complex considerations factoring into a successful transition and execution.
The CJ Group brings significant expertise and value to the succession planning process through years of helping clients successfully transition their businesses while minimizing risks and maximizing value.
Benefits of partnering with The CJ Group for succession include:
The CJ Group utilizes a deep bench of succession planning experts with cross-industry expertise, a relationship-focused approach, and a dedicated focus on your unique circumstances.
Our specialized teams include business improvement consultants who work with you to strengthen your business and financial position before and during the transition, enhancing the value and optimizing your financial returns.
By identifying and managing potential risks, your succession team helps ensure a smooth transition and minimize any negative impacts on the business.
Through careful planning based on years of tax experience, the CJ team helps amplify value by minimizing your tax liabilities associated with the transition.
Our succession planning experts are uniquely positioned to help you create a smooth and productive transition utilizing proven strategies and streamlined processes that create efficiencies and reduce time. From due diligence to valuation to financial reporting and package preparation – we create value in every step to help maximize the value and return on your transition.
I feel they’re very competent. Do I feel good about the work they’re doing? Absolutely. Do I feel safe? Absolutely. Excellent service, we trust them. Getting correct answers to questions on a timely basis. Getting our tax returns filed on time. Reliability. Credibility. Honesty. They have all the things you want in a company you really rely on to support your company.
A few years ago, The CJ Group took over our six employee benefit plan audits. With CJ’s efficiency and expertise on employee benefit plans, I don’t have to worry about audit compliance anymore. They provide value by making the process seamless for me and my staff, keeping us current with DOL/IRS regulations to ensure compliance, and all for lower fees than we were previously being charged. I would highly recommend The CJ Group for employee benefit plan audit needs.
We get excellent service from The CJ Group; we trust them. We get correct answers to our questions on a timely basis. We have a lot of legal entities, and they keep track of that for us. They’ve benchmarked our business against other businesses in similar industries so we can see where we stand with our leverage ratios, working capital, inventory months on hand, and receivables. We can see where we are and where we need to improve.
The CJ Group, over the past 20 years, has helped our company with expansions into new marketing, management of rapid growth, negotiations with lenders, and implementation of tax strategies inside our business, including LIFO, cost segregation, and entity formation. They are an active advocate and advisor to our business, as well as providing the technical support and advice we need from our accounting firm. We appreciate them for going that extra mile that quite frankly has become a rare commodity today.
Let us show you how we can deliver exceptional outcomes for your business.
Frisco Office
Fort Worth Office
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Phone
Fax
Location
6801 Gaylord Pkwy, Suite 302 Frisco, TX 75034
