Loftus Allen, "transition accountants."

We help navigate the most challenging technical and personal issues for business succession and transition. Having successfully transitioned our own business through three generations, our experience and hands on knowledge has supported our clients through growth, change and succession for over 82 years!

For more insight into transitioning the wealth of your business and your family follow this link to our "Changing Lanes" Family Business Newsletters

We invite you to follow this link to complete our confidential "Discovery Questionnaire" that is designed to help individual family members, families and business owners and operators, together with their professional advisors, gain a snapshot of:

* The family and business situation
* The nature of the issues and conflicts that exist within the family and the family business
* The areas where family consultation and business planning activity are most needed

"It isn't the changes that do you in, it's the transitions. Change is not the same as transition. Change is situational: the new site, the new boss, the new team roles, the new policy. Transition is the psychological process people go through to come to terms with the new situation. Change is external, transition is internal" William Bridges from Managing Transitions

We have designed this site as resource for you. Please use and share any of the tools and ideas that you find on this site. If you have any questions or would like to learn about these tools in more depth we are here to help.

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