Succession Planning

Succession Planning

Investing in Your Future Now

Business owners pour their hearts and souls into their companies. It also makes sense to prepare for the future by developing and putting in place a solid succession plan that:

• Gives you peace of mind
• Protects yourself, your business, and your family
• Clearly outlines your business’s transition, when the time comes

Whether you want to sell your business once you retire, transfer your business to a partner or family member, or close it down, our attorneys will help you evaluate and choose your best option. Our business succession planning includes addressing:

• Ownership transfers
• Management succession
• Business preservation and protection

We’ll review key documents including buy-sell agreements, corporate books, operating agreements, partnership agreements, and wills. When you work with our attorneys on succession planning, we’ll integrate business interests, family estate planning goals, retirement plan goals, and tax strategies.

Why Choose Us?

Changes often happen in an instant. As your trusted counsel, we’ll offer you guidance and advice to help you plan early to avoid unforeseen (and unintended) consequences. Our goal is to develop a business succession strategy that gives you peace of mind.