Succession Planning

The stories and statistics about the difficulty to transition a family business from one generation to the next are constant, consistent and unfortunately, all too often, very true.

The aging baby boomer population in the U.S. only exacerbates the potential problems. But that need not be the case.

For our long-combined history, our attorneys have worked with family and private business owners to help with the succession of management and ownership at their businesses. Sometimes to the next generation. Sometimes via a sale to employees or a third party. One size does not fit all.

Attorneys with experience in tax, estate planning, retirement planning, employment law, securities and financing, work together with business attorneys to assist our clients plan for and execute the transition of the ownership and management of their business and the transfer of wealth associated with the business.