BUSINESS SUCCESSION AND TRANSACTIONS

We offer a wide array of business succession planning and business transaction services to our clients. Determining the most efficient manner to transfer a closely held family business from one generation to the next, to employees or to an unrelated purchaser is the cornerstone of business succession planning. When an intra-family succession plan is being developed, we take special care to make sure that control of the business transfers seamlessly but that the interests of the family members who do not participate in the business are protected. We structure these plans using a variety of techniques, including Buy/Sell Agreements, Shareholder Agreements, Intra-Family Sales, Sales to Intentionally Defective Grantor Trusts, tax efficient and asset protected gifts and will and trust provisions, tailored to achieving our clients’ goals. We also help clients integrate their long term business succession goals when starting a new business or entering into a new venture.