For owners of closely held or family-controlled businesses, thoughtful succession planning is essential to ensuring long-term stability, family harmony, and successful transitions to the next generation of leadership. Our team helps business owners develop and implement strategic plans that protect the business, its value, and the people who depend on it.
We assist with the creation, evaluation, and modification of a wide range of business structures and agreements, including buy–sell agreements, limited liability companies, shareholder agreements, and partnership restructurings. Whether you are preparing for a generational transition, bringing new owners into the business, or planning for an eventual sale, we help identify and structure the right tools to accomplish your goals.
We also design succession plans that coordinate seamlessly with your broader wealth and estate planning objectives. This may include integrating employee benefit programs, stock-option or equity-based incentive plans, and qualified retirement plans to support retention, governance continuity, and long-term business strategy.
Our collaborative approach ensures your legal, financial, and tax advisors are aligned, providing a cohesive plan that positions your business for success today and in the future.
