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Business Succession Planning

Our Business Succession Planning practice area assists individuals, businesses and companies in developing a business succession plan. The firm developed this practice area as a natural outgrowth from the many strong connections we have with family-owned businesses, farmers and closely held companies. The members of the Business Succession Planning practice area bring years of experience in successfully transferring a business from one generation to the next or from current owners to new owners. The attorneys, paralegals and legal assistants in this practice area are prepared to address the complex issues involved in developing a succession plan, including entity formation, legal requirements, family/personal dynamics and economic considerations. This practice area has assisted individuals, families and businesses of all sizes and net worths, from the small business person to major companies with hundreds of employees. Our attention to detail and our ability to listen to the wishes of our clients and to recognize their values are particularly crucial in business succession planning.


  • Development of a succession plan
  • Entity formation
  • Transferring of assets and ownership
  • Complex estate planning

Attorneys Who Practice in This Area

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