M&A and Succession Planning

M&A and Succession Planning

Mergers and Acquisitions (M&A) and Succession Planning services from Geeslin Group will maximize your business’s value and ensure seamless transitions. Whether considering a merger, acquisition, or preparing for leadership succession, our team provides expert guidance to help you navigate these complex processes. We assist in evaluating potential deals, conducting thorough valuations, and developing strategic plans to enhance business value before a sale. We work closely with you for succession planning to identify and prepare future leaders, ensuring a smooth transfer of responsibilities within family businesses or to non-related successors. Our comprehensive approach includes financial analysis, risk assessment, and personalized strategies that align with your long-term goals. You can trust Geeslin Group to provide the insights and support you need for successful mergers, acquisitions, and leadership transitions, safeguarding your business’s future and legacy.

Other Consulting Services

Entity Structure Planning

Entity Structure Planning

With Geeslin Group’s Business Structure Planning services, we help you select the optimal entity structure for your business, ensuring maximum tax benefits and operational efficiency.

Accounting System Design and Implementation

Accounting System Design and Implementation

Our Accounting System Design and Implementation service ensures your financial information is organized and accurately reported. Our experts specialize in setting up and customizing accounting systems, such as QuickBooks, tailored to your business needs.

Stock Option Planning

Stock Option Planning

Geeslin Group’s Stock Option Planning services provide crucial guidance for employees and executives navigating the complexities of stock compensation. Understanding stock options and their tax implications is essential for making informed financial decisions.

Voices of Trust

Chuck Ogletree of Southtree Commercial
May 23rd, 2024

No matter what type of business they’re in, Geeslin Group has the expertise to help you navigate any challenges that you might have.

Shelley "Butch" Anthony of This Is It Southern Kitchen & BBQ
May 23rd, 2024

I could call Dale, I could call his son, Mike. They’re just always so responsive.

Lynsey Benton of Atlantic Tape & Packaging
June 17th, 2024

We rely on their expertise, their advice. They’ve walked us through five acquisitions since 2020. They’ve really helped us with the due diligence in purchasing those companies. They’re a real partner for us, but it feels like a family.

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FAQ

Welcome to the Geeslin Group FAQ section! Here, we’ve compiled answers to the most commonly asked questions about our services, policies, and company values. Whether you’re a new client or a long-time partner, we aim to provide clear and helpful information to address your needs quickly and efficiently.

Do I really need a CPA?

If you only have W-2 income, you might not need a CPA. However, if you own a business or rental property or have more complex finances, professional services can help you save time, avoid mistakes, and maximize your tax benefits.

How do estimated payments work, and why do I need to make them?

Estimated payments are quarterly tax payments for those with income not subject to withholding, such as self-employment or investment income. They help avoid penalties and manage your cash flow by spreading tax payments throughout the year. Making these payments ensures you meet your tax obligations and avoid surprises.

When are my taxes actually due?

Taxes are due on April 15 every year. If the 15th falls on a weekend or holiday, the deadline is the next business day. Extensions give more time to file, but taxes are still due by April 15.

What's the number one thing I can do to put myself in a better position?

Keep good records throughout the year. Staying organized and asking your CPA questions early on can help you make informed decisions and avoid last-minute stress. Geeslin Group is here to help you every step of the way.

How can I pay less tax?

“It depends” is the most common and most true answer to this question. The most straightforward strategies include contributing more to your retirement account and considering increasing your charitable donations. These are common strategies, but not the only ones available.  For personalized advice, Geeslin Group can provide tailored recommendations based on your specific situation.

I know I need more support, but I don’t know what I need. How can you help me?

At Geeslin Group, we assess your unique financial situation and recommend services that fit your needs, whether tax planning, business consulting, or accounting support. We provide personalized guidance to help you achieve your financial goals.