“Grassi & Co. has always been a pleasure to work with. We run most major business decisions by them and they have served as an excellent sounding board for us through the years. Our team is always going above and beyond, giving us sound, strategic business advice that has helped us save money on our taxes and secure favorable financing when needed.”

John Buck, Owner, Hinck Electrical Contractors, Inc.

Succession Planning

Succession Planning

Grassi develops succession plans that ensure the tax-efficient transfer of business management and ownership to the next generation. Our professionals help preserve what our clients have worked so hard to earn. In addition, our team provides the services necessary to support this planning, including business valuations, shareholder buy/sell agreements, stock option plans, creation of family limited partnerships, and support with the sale of clients' businesses.