Strategic Succession Planning To Navigate Challenges With Confidence
Succession planning is key to achieving business owners’ personal and professional goals. Prepare for a successful transition and exit with tax efficient structures and a clear operational plans.
From valuation and tax planning to operational readiness and legal compliance, our attorneys streamline the process by providing comprehensive expertise and support.
Our goal is to minimize disruptions and ensure a seamless transition for your business and family to secure a prosperous future. Our expertise, attention to detail, and integrated approach ensures a seamless transition that aligns with your short- and long-term vision.
Work with our team to craft your legacy with the right business succession plan.
Succession Planning Services Include:
- Creating a succession plan
- Optimizing business value
- Creating incentive plans for employees and/or the next generation
- Restructuring the business entity,
- Stakeholder collaboration to increase business value
- Analysis of tax, legal, and operational consequences of a transition
- Timely execution and management of the succession plan
- Sale to an Employee or group of Employees
- Sale by means of an Employee Stock Ownership Plan (ESOP)
- Sale to a Third Party, such as a Strategic Buyer, Private Equity, or Venture Capital firm, for Cash or Promissory Note payments
- Merger or Stock Swap
- Transfer of the Business to your Children or Family Members (Part Sale/Part Gift)
