Succession Planning

Based in San Antonio. Proudly Serving Across the US & Beyond.

A young boy is sitting in the driver 's seat of a convertible car.
A young boy is sitting in the driver 's seat of a convertible car.

Plan your exit. Protect your legacy. Prepare for what’s next.

Transitioning Out Doesn’t Happen Overnight

Whether you want to retire, sell the company, or pass it down to the next generation, the decisions you make today will shape what happens tomorrow. At the office of Hector E. Garcia, CPA, we help business owners across San Antonio, New Braunfels, Boerne, and beyond create realistic, tax-smart plans for exit and succession.


With over 47 years of experience advising entrepreneurs and closely held businesses, we understand both the numbers and the emotions involved in letting go of something you’ve built. We’ll help you do it on your terms—with clarity and confidence.

We Help You Plan For:

Selling your business to a third party

Transitioning ownership to family or employees

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Reducing taxes on the sale or transfer

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Preparing financials for valuation or buyer review

Creating a buy-sell agreement or exit timeline

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Coordinating with attorneys, advisors & family

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Leave Your Business in Good Hands—Yours or Someone Else’s

Succession isn’t just about what happens after you leave—it’s about preparing the business to run without you. We’ll help you tighten up financials, address risks, and build a plan that supports your exit goals, whether you’re stepping away next year or 10 years from now.


No two transitions are the same, and no plan should be cookie-cutter. We take the time to understand your business, your values, and your vision.

Based in San Antonio, Proudly Serving Across The US and Beyond

Our Succession Planning Services

Exit Strategy Development

We help you evaluate your options—sale, transfer, closure, or merger—and map out a strategic plan based on timing, tax impact, and family goals.

Business Valuation Readiness

We prepare your financials and reporting to support a smooth valuation process, whether for an outside buyer or internal transfer.

Tax Planning for Exits

We structure transitions to help reduce capital gains, estate taxes, and income taxes—working closely with your legal or financial team if needed.

Owner-to-Heir/Employee Transition

Transferring to a family member or long-time employee? We’ll help plan a clear handoff that includes training, equity shifts, and financing if needed.

Succession Timelines & Milestones

Whether you want out in 12 months or 12 years, we’ll build a realistic roadmap with financial and operational milestones along the way.

Coordination with Advisors

We’ll collaborate with attorneys, investment advisors, and insurance professionals (including HTM Financial Group) to cover all your bases.

FAQ

  • When should I start succession planning?

    Ideally, years in advance. Even if you’re not ready to exit soon, having a plan protects your options and adds value over time.

  • What if I don’t have a successor yet?

    We can help you explore your options, prepare interim solutions, and create a plan that keeps your business stable in the meantime.

  • Do I need to have my business valued first?

    Not necessarily. We can guide you on what’s needed and help you get valuation-ready—whether it’s for a sale or internal transfer.

  • Can you work with my attorney or financial advisor?

     Yes. We regularly partner with legal and financial professionals to coordinate documents, tax strategy, and ownership structures.

  • What if I just want to close the business?

    That’s a valid path too. We’ll help you do it cleanly, handle any final filings, and make sure you’re not leaving liabilities behind.

Start Planning Today So You’re Ready Tomorrow

Let’s build a smart, respectful exit strategy that honors the business you’ve built—and sets you up for life after it.