Business Succesion

Ensuring a smooth transition for continued success.
The goal of business succession is to ensure that the
business continues to operate successfully after the
founder(s) exit or retire.

Planning a Succeful Strategy

As a business owner, it is essential to proactively plan for the future to ensure the smooth transition of your company to the next generation or new ownership. Our experienced team specializes in business succession strategies that protect your legacy and maximize the value of your hard work. Explore the key elements of our business succession services.

-Whether you intend to pass on your business to family members, existing employees, or external parties, we provide guidance on structuring the ownership and management transfer

Ownership Transfer

Accurately determining the value of your business is crucial for a successful succession, taking into account financial performance, market conditions, and industry trends.

Valuation and Financial Analysis

Minimizing tax liabilities is a critical aspect of business succession planning. We help you understand tax incentives, exemptions, and structures that can maximize your financial benefits.

Tax Planning

Ready to Start a Conversation

Explore how our team of experts can help you achieve your financial goals

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Mason Westbridge Corporation provides a full range of financial services including adivosry services, asset management, business consulting and insurance through its subsidiaries. Mason Westbridge Asset Management LLC acts as the investment advisor and asset managent firm, Mason Westbridge Consulting LLC provides business consulting solutions and act also an insurance agency, Mason Westbridge Associates LLC and Mason Westbridge Capital LP are affiliates of Mason Westbridge Corp.

*Mason Westbridge Asset Management LLC is registered as a CPO (Commodity Pool Operator) and provides investment advise and asset management on futures to commodity pools only, not available for retail investors.

Investment Advisory services offered through Mason Westbridge Asset Management LLC, an state registered investment advisor. Check Investmenet Advisor Public Disclosure (IAPD) for more information

All content on this site is for informational purposes of a general nature only, and does not address any circumstances of any particular individual or entity

There are risks associated with investing in securities, commodities and property. Investing over securities and commodities such as stocks, bonds, exchange traded funds, mutual funds, money market funds, cryptocurrency involve risk of loss. Loss of principal is possible. Asset allocation and diversification do not guarantee a profit neither the protection against loss.Investing in any asset class can be volatile and involves risk, including loss of principal. Consider your individual circumstances prior to investing.

Options involve risk and are not suitable for all investors. For more information read the Characteristics and Risks of Standardized Options, also known as the options disclosure document (ODD). Before trading, clients must read the relevant risk disclosure statements on our Warnings and Disclosures page. Trading on margin is only for experienced investors with high risk tolerance. You may lose more than your initial investment.  Security futures involve a high degree of risk and are not suitable for all investors. The amount you may lose may be greater than your initial investment. Before trading security futures, read the Security Futures Risk Disclosure Statement. Structured products and fixed income products such as bonds are complex products that are more risky and are not suitable for all investors. Before trading, please read the Risk Warning and Disclosure Statement.