Business Succession

Whether you are selling your business, transferring ownership, or seeking retirement - planning your exit is a big undertaking that has implications on employees, your business structure, its assets, and your tax obligation. 

Here are some examples of areas where I can assist:
  • Creating business agreements between you and your business partners that help avoid disputes when one partner retires or leaves.
  • Creating personal estate plans that are uniquely adapted to your type of business.
  • Creating buy/sell agreements.
  • Working with your tax advisor to restructure your business tax entity as your business grows and changes (from sole proprietor to LLC, for example).