Succession Planning​​

Business Development Plan.

Create a succession plan to ensure that your business is in good hands.


Don’t Wait – Start Planning For Your Business’s Future Today.​

Business Restructuring​​

We work with you to optimize your company for more efficient tax savings and help you achieve your goals.​

Buy and Sell Agreements​​

Outlines the terms of a business sale in case the owner passes away or becomes disabled.

Retirement Planning​​

Plan your retirement finances clearly and provide personalized tax forecasts and analysis.​​

Estate and Trust Planning​​

Develop gifting strategies that balance the client's philanthropic, family, and business goals.​


Succession Planning​​

It's time to prepare for succession planning!​​

A successful business can continue to run smoothly even when the original owner is no longer around. We’ll help you create a plan for transferring your business to the next generation.

Lean Process,
Get Success.

We firmly believe that putting our customers first is the best way to help you achieve your goals.

Connect with CPAs

Utilize an iterative approach to assist our clients

Visualize Your Goals

Provide detailed instructions to accomplish your objectives.

Financial Analysis

Analyze performance and other financial transactions

Optimize and Review

Advise on how to improve for a favorable outcome.

Great benefits from XOA TAX.

Get value from a dedicated team, it’s the expert financial solution your business deserves.


Other Agencies

Need a personalized solution?

Come talk to us, we would love to chat!

Get a personal consultation.

10015 Garden Grove,Blvd
Garden Grove, CA 92844

Monday – Friday: 9AM – 6PM
Saturday: Appt. only

+1 (714) 594-6986

Get a personal consultation

Other accountancy services

Keep your business running smoothly.

We aim to deliver up-to-date, accurate records every month.

Stay compliant with fully managed payroll.

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