Succession

One of the most overlooked business planning issues is the question of who will take over and run the business in the event that an owner cannot continue due to retirement, death, disability, or another event. These events have the potential to substantially reduce the value of the business and tie-up the business in court proceedings for long periods of time, unless a specific and detailed succession plan is implemented prior to the event. I have a long track record of helping business owners create succession plans through the use of buy-sell agreements, key employee buyouts agreements, transition plans, and trusts, which can be funded in a variety of ways. I am here to help you create a plan that provides security for you and your family.