Succession planning is one of the most important responsibilities any business owner must face. Failure to live up to this responsibility could result in millions of dollars of lost wealth for current and future generations. Statistics show that fewer than 1 in 3 family businesses survive to the second generation and 1 in 10 make it to the third. These odds point out the necessity of good, solid, succession planning. We are here to offer our succession planning services to those businesses that see the need to keep it going for the good of their families and future generations. The transfer of wealth and core family values must be the responsibility of the business owner. The Succession planning services we can provide are:
Our mission is to provide timely, professional, and ethical business advisory services to our clientele, be actively involved in our community and promote professional and personnel in a working environment that encourages initiative, innovation and teamwork
Swartz Retson Northwest Indiana CPA Firm is trusted by clients in Lake County Indiana communities including Crown Point, Dyer, East Chicago, Gary, Hammond, Highland, Hobart, Merrillville, Munster, Schererville, and St John; and Porter County Indiana communities including Chesterton, Portage, and Valparaiso.
We collect nonpublic personal information about you from the following sources:
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.
We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.
If you have any questions about this policy, please do not hesitate to contact us.