Ensure your life’s work continues with your values and vision.
Reduce disruption and ensure a seamless handoff for your business.
Strategic planning helps optimize value and minimize tax consequences.
Reno-based CPAs guiding businesses across Northern Nevada.
Every business owner will face the question: “What happens next?” At Jay Wettig & Associates CPA PLLC, we help you create a clear, strategic succession plan that protects your business, your family, and your financial future.
Whether you plan to pass the business to family, transition to key employees, sell to a third party, or wind down, our experienced CPAs guide you through every step with tax-efficient strategies, risk management, and practical solutions tailored to your goals.
With thoughtful planning today, you can avoid uncertainty tomorrow and ensure a successful transition for everyone involved.
We develop customized succession plans aligned with your personal and business goals.
Accurate business valuations help you understand your value and plan for a fair transition.
From timelines to tax strategies, we create a roadmap for a successful business exit.
Navigate family dynamics and prepare the next generation for leadership.
We help design and fund buy-sell agreements to protect ownership and ensure continuity.
Minimize estate, gift, and capital gains taxes with smart planning.
Transition to key employees with structured plans that reward and retain.
We guide you through preparation, positioning, and negotiating the sale of your business.
Align your succession plan with your estate plan for maximum effectiveness.
Plans evolve—so do we. We provide ongoing support as your business and goals change.
We learn about your business, personal goals, and vision for the future.
We evaluate your business value, risks, tax situation, and transition options.
We create a customized succession plan tailored to your unique needs.
We help put your plan in place with legal, tax, and financial partners.
We review regularly and adjust as your business and life evolve.
“Jay and his team helped us create a plan that gave us peace of mind and a clear path forward.”
— D. Larson, Reno
“Their guidance made a complex transition smooth and tax-efficient.”
— M. Thompson
Reports can be prepared monthly, quarterly, annually, or on a custom schedule based on your business needs.
Yes. We support QuickBooks Online and Desktop, including setup, cleanup, training, reconciliation, and reporting.
Yes. We provide catch-up and cleanup accounting to bring incomplete or outdated records current.
We serve small businesses, retailers, contractors, professional firms, nonprofits, manufacturers, e-commerce companies, and more.
We use secure systems, controlled access, professional safeguards, and confidential handling procedures to protect financial information.
