We understand the needs of owners in what can be a delicate balance of interests.
Our experienced team of attorneys advises the spectrum of closely held businesses and their owners, ranging from single-owner small startup firms to businesses with complex structures and multiple owners, in all aspects of business succession planning including transitioning the ownership, management, and control of a business. Our clients include multi-generational family businesses, startups created by unrelated parties, and everything in between.
Many clients rely upon our full-service representation through all stages in the life cycle of a business – from startup through the closing of transition of ownership. Along the way we counsel and prepare shareholder, operating, and partnership agreements among owners; advise owners with respect to tax planning opportunities, including income, estate, and gift tax strategies; and structure succession plans appropriate to the circumstances and wishes of the owners, whether transition to family members, sale to management or outside investors, or creation of employee stock option plans (ESOPs).
We assist clients growing their businesses with acquisitions, and those transitioning their businesses through sales, in all aspects of these transactions, including negotiating, preparing, and reviewing all transaction agreements and assisting with due diligence.
We pride ourselves on coordinating with each client’s other advisors, such as investment bankers, accountants, and financing sources, whether institutional or private, to maximize the efficiency and value of each client.
Industry / Sub-Industries
- Manufacturing
- Distribution
- Construction
- Technology
- Healthcare
- Consumer Products / Services
- Professional Services (law, accounting, architecture, engineering, etc.)
If you have any questions regarding Business Succession Planning, contact us here.
