Family Business & Succession Planning

A great opportunity to maximize opportunities

For most family and closely held businesses, planning for succession is the toughest and most critical challenge they face. Yet succession planning can also be a great opportunity to maximize opportunities and create a multi-generational institution that embodies the founder's mission and values long after he is gone.

Our extensive experience with family-owned business clients gives us an in-depth understanding of issues and challenges unique to your environment.

We can work with the family, with agreed-upon objectives always in mind, which may include the planning for a seamless transfer of ownership, or restructuring your company for growth. Our wide range of services includes:

  • Succession Planning
  • Corporate Structure
  • Transferring Ownership
  • Buy/Sell Agreements
  • Family Limited Partnerships
  • Compensation Strategies
  • Recruiting Non-Family Management
  • Resolving Conflict
  • Advisory Board Meetings
  • Business coaching