Our attorneys provide a range of business law services, offering knowledgeable and comprehensive guidance in business succession planning. We understand that your ownership interest in a closely held business or professional practice is often your most significant asset. That’s why our estates and trusts attorneys collaborate with our business law and tax groups to ensure all necessary documentation is in place and coordinated with one another to protect your assets and interests.

In helping you prepare for the future transition of ownership, our attorneys meticulously analyze your business’s needs and current ownership structure, as well as the goals and aspirations of both current and future owners. We provide strategic advice on advanced tax planning, ownership and management plans, and the creation of dispute resolution agreements. Recognizing the complexities of family dynamics that can arise, we work alongside you to mitigate conflicts and ensure a smooth succession process.

We assist business owners in three critical areas of succession planning: assessing current and long-term risks, coordinating family, business, and estate plans, and providing precise business valuation services to estimate your ownership interest’s value.