“It has been my pleasure to refer clients to Grassi & Co. They are consummate professionals, provide exceptional service and make my clients very happy.”

Jane M. Myers, Esq., Managing Partner, Jane M. Myers, P.C.

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.