Business Succession Planning

We are pleased to have a long history of representing multiple generations in family-owned businesses as they successfully transition control of the business to family members.

Many of our clients have invested decades and substantial amounts of capital to develop a successful business and want to ensure that success will continue after passing it on to the next generation.  Yet, family-owned and closely-held businesses face many legal, operational and tax concerns when managing or transferring wealth or company control. Our estate planning team advises small business owners regarding the transfer of their business upon sale or the owner’s retirement, incapacitation or death, utilizing corporate restructuring and recapitalization, buy-sell arrangements, and other planning techniques that ensure a smooth transition and minimal tax impact.