Other Services


Succession Planning, Entity Formation & Tax Structure 



Succession Planning

Succession planning is the process of identifying and developing new leaders who can replace current leaders when they leave, retire, etc. Succession planning increases the availability of experienced and capable employees prepared to assume these roles as they become available. Effective succession management concerns identifying specific backup candidates or solutions for transition given the options available.

Succession planning is an essential step in creating a plan to help the company continue its growth plan with changes in ownership/management or both. A critical element of any succession plan is to address both ownership and management succession and leadership development.

Recognizing that the best solution is the most practical and cost-effective, we collaborate with you to ensure that our recommendations utilize your current resources and talent rather than recreating the wheel. Our team brings in-depth industry specialization, business acumen, objectivity, creativity, and critical thinking to the table to produce innovative, optimal solutions.

Do You Need Succession Planning? Contact Sasaki Accountancy today for more information.

  • Change or pending change in ownership of a business
  • Conflicting leadership visions within your executive team
  • Create an exit strategy for owners
  • Create a succession plan to maximize the value of the company at the time of transition
  • Desire to transition management
  • Develop and implement your organization’s succession plan to align current talent development with future leadership needs
  • Evaluate, develop, and implement growth strategies such as acquisitions, mergers, joint ventures, and divestitures
  • Prepare the owners for transition and explore options available

    Contact Sasaki Accountancy today for more information.

    Entity Formation & Tax Structure

    Starting a business is a significant undertaking which requires an acute understanding of the type of entity (corporation, partnership, LLC, etc.) which best fits your specific business. At Sasaki Accountancy Corporation, our experienced tax professionals can provide personalized analyses to help you make an informed decision. Operating under the proper tax structure is not only important at the initial stages of your business, but as it matures and how it fits your exit strategy. Additionally, over the life your business, you will face significant tax elections and opportunities that we can assist you with to maximize your tax savings, profitability, and cash flow. As the tax laws are constantly changing, you can rest assured that our tax professional will continue to work on your behalf to take advantage of every possible opportunity as they arise.

    Contact Us

    MON – FRI
    8:30am – 5:30pm *by appointment only

    1806 W. Kettleman Lane, Suite H, Lodi CA 95242


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