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Business Meeting

Business Succession and Transfer Planning

A family owned business is often one of the largest and most challenging assets to incorporate into your estate plan. Often a business owner must balance the interests of family members involved in the business with family members not involved in the business.


Many times the business owner believes the transfer of the business to non-family key employees provides the best chance for continuation of the business, but struggles with effective options that are “fair” to everyone involved.


We have extensive experience in the area of business succession planning and can provide creative options to your unique situation.

Business Succession and Transfer Planning Services Offered


Review of Existing Business Succession Planning Documents

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Assistance in all Aspects of Business Succession Planning


Drafting of Buy-Sell and Insurance Agreements


Minimization and/or Deferral of Estate Taxes

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