At Stein Sperling, we understand the personal significance of succession planning, whether for expected or unforeseen events such as death, disability, voluntary and involuntary departures, or disputes. Through proactive planning and customized agreements, including strategic trust strategies, our goal is to minimize disruptions to your business.

We help you select the optimal strategy for transferring business ownership to family members or key employees, utilizing tools like stock options for future purchases, various equity plans, and structured vesting schedules. Your business succession plan should seamlessly integrate with your personal estate plan, recognizing the business’s substantial value as a key asset. By tailoring tax-efficient strategies and estate planning techniques to your specific personal and business circumstances, we work to develop an actionable plan that safeguards, expands, and facilitates the smooth transition of your business, ensuring its long-term stability and success.