Business Succession Planning

We advise our business owners on areas of tax and estate planning and have significant experience working with individuals with unique and or significant assets.

Our planning includes:

-Management succession planning in a tax efficient manner

-Advise on techniques to include recapitalizations and gift programs for shifting value during an owner’s lifetime

-Counsel on liquidity needs in the event of death and or structuring life insurance to minimize tax costs

-Counsel on the selling or buying of a business, buy sell agreements

-Advising on strategies for active family members and or inactive family members in the business