Business Succession Planning

Whether the plan is to keep the business in the family, pass it to a key employee or sell it on the open market, proper planning is critical to identify potential buyers, realize a fair market value and protect you as the surviving owner(s). The questions of how to structure and fund the agreement are essential aspects of this process and are frequently given too little attention until it is too late. Our team, alongside your key advisors, work to efficiently manage your protection, employee retention and the transfer of the company to the new ownership structure.