A properly designed business succession plan provides for a client's retirement and the transfer of the business the next generation of business owners, whether family, business colleagues or key employees.  We assist clients with their business succession planning, helping them establish a smooth transition between them and the future owners of their business.

Business transition and succession planning is also an important area of our practice. This includes shareholder and buy-sell agreements, partnership agreements. Limited liability company operating agreements, employment agreements as well as the various forms of incentive compensation programs available for business owners.

In this regard, the planning does not focus solely on tax considerations but also the business needs of the company and its owners. Finally, with our extensive experience in estate planning we have a unique ability to match business succession with family tax planning objectives.

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