BUSINESS SUCCESSION PLANNING

Business Succession Planning

We help our clients plan for the transfer of control of the business as well as the transfer of business assets from one generation to the next, to employees, or to a purchaser. We work with each client to develop a unique business succession plan that will depend on the goals of the current owner and the structure of the business.

Our Business Succession Planning attorneys and can provide comprehensive services, including:
  • Exit planning to ensure continuity of business
  • Creating ESOPs, should the transfer go to employees
  • Working with appraisers on valuation
  • Counseling on asset protection and asset restructuring
  • Recommending, creating and managing trusts including GRATs, IDGTs, and REITs
  • Facilitating merger and acquisition
  • Assisting with family members estate planning
  • Practice Area Overview

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