Exit Planning for Business Owners & Business Succession Planning
Our firm works with business owners on exit planning and focuses on the business owner’s needs as well as the needs of the business for sustainability.
We carefully discern what the business owner is trying to accomplish and work as a team alongside the business owner’s other advisors to develop proper entity/tax structures for the business owner to exit their businesses with tax efficiency. We counsel business owners on how best to prepare their businesses to achieve enhanced value and a successful transfer. We examine alternatives for business owners to pass on their businesses whether by sale/merger with a third party, by transfer to key employees, or by sale/gift to family members.
Areas of Practice
We provide comprehensive estate and tax planning legal services to our clients.
Learn more about our Areas of Practice below.