Business Succession Planning

We work with family businesses in preparation for and during times of transition. With the goal of preserving the business while addressing the interpersonal relationships of those directly impacted, we develop plans to effectuate transfer of leadership, and to ensure continued operations, through changes expected and unexpected, including retirement and sale of equity interests, as well as unplanned illness or death of corporate officers and other key stakeholders, to help lay the foundation for future prosperity.

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