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Business Succession
Planning for continuity of a family business or closely held enterprise.
For many families, the business is the largest asset and the most difficult to pass on well. Without planning, succession can fracture relationships and damage the enterprise.
We work with owners and their families to design succession plans that respect both the business and the people involved.
What this work includes
- Succession planning for owners
- Buy-sell agreements
- Entity structure and governance
- Transfers to family or key employees
- Coordination with the estate plan
- Family governance and communication