Succession Planning

Almost all aspects of business or financial life are influenced or conditioned by income tax, estate tax, or other legal considerations.  We work with business owners to develop a plan to ensure a smooth transition and continuation of a company upon the death, disability, retirement, or sale of a business owner’s company.

We plan and structure business buy-sell agreements, shareholder/operating/partnership agreements, sales acquisitions, formations, and reorganizations.  We also represent clients in the purchase and sale of businesses.  You will benefit from straightforward guidance regarding the legal and tax consequences of both the routine and the extraordinary events of your business life.