Sucession Planning

We help our clients consider, develop, and implement succession plans for their businesses, enabling smooth leadership transitions that involve minimal disruption to the business. Close businesses have both an emotional and a financial impact on the families that own them, and we take pride in working with our clients to creatively balance a wide range of opinions and concerns.

Representative Client Matter: A family that owned a closely held technology business valued at approximately $500 million sought to minimize gift and estate taxes in a creative manner while creating a viable business succession plan that was considerate of a wide range of goals. The planning involved a range of unique and complex valuation issues, and the most challenging and rewarding component of the plan was to successfully mediate and harmonize the concerns and personal feelings of various family members.