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Business Succession Planning

Advisors able to understand your business and develop a comprehensive succession plan

Capabilities at a glance

  • Support from an Am Law 200 firm with a national presence that can draw from a deep bench of professionals with experience in all of the areas your business touches.
  • We provide the resources essential to transition your business. Regardless of whether you want to transfer your business to the next generation or prepare for a sale, proper planning, timing and execution are all critical.
  • We align your business succession plan with your estate plan. You will have one strategy that achieves your goals.

Ensuring the legacy of your business through care and attention

Control of a business following the death of an owner should not be left to chance. You need support from trusted advisors with a strategic approach to business succession. We provide personalized advice, analysis and discretion. We take the time to understand the history and inner workings of your business as well as the interests of all stakeholders, with experience navigating complex relationships among different generations and family lines.

Protecting your business for the future

We have experience helping our clients with delicate matters that involve family businesses, including the death of a founder, divorce, equalizing benefits to children not involved in the business or a significant tax event.

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