All businesses, even small ones, need a succession plan to ensure that operations continue, and clients or customers don’t experience a disruption in service as well as minimize the tax consequences. Our tax attorney and CPA have the collective experience to address all aspects of a business transition such as reorganization or recapitalization as well as taxation or any claims from creditors.

Businesses that receive funding from venture capitalists will usually start out with an exit strategy, because the investors’ interest in the business are worth little until the business is sold. However, not always is the planned transfer of a business to an investor or a key employee but often to family heirs. Having a business lawyer to help with succession planning can help maintain objectivity when family is involved. We can help make sure the important decisions are addressed and mitigate any potential conflicts. 

We work with clients to address every aspect of their business while building the succession plan to account for:

We are ready to advise you on the best strategy and method for transferring your business based on your unique circumstances. Our tax planning lawyer and CPA team will counsel you on options that put you in the best financial position possible during succession.