Business Succession Planning

Succession planning is vital to the continued success of any business. Succession planning is often a multi-step process involving estate planning and the reorganization of equity interests in the business. Our goal is to help our clients develop and implement a plan that preserves and protects a business and its assets, while also enabling a business to continue without interruption and in a tax efficient manner when the inevitable change in ownership or management occurs. Our firm is fortunate to have worked in several cases with multiple generations of clients and to have seen the benefits of succession planning realized. As part of the process, we provide objective advice on the need (or lack thereof) for life insurance.


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