Business Succession Planning
Many of our clients are business owners. In some cases, one or more family members are involved in the business, while others are not. We offer innovative and practical methods to pass the family business onto the next generation and/or to key employees or business partners. We suggest methods to equalize inheritance to preserve familial relationships and to ensure that the business continues and thrives. Our experience and skills help our clients successfully navigate through tax issues, corporate issues, family issues and non-family relationship issues to create optimal results for them, their business and their family.