Planning for succession is one of the most important and complicated challenges a business will ever face. It can also be intensely emotional. We help clients navigate these transitions with clarity, structure, and a steady hand—so they can protect what they’ve built and plan confidently for the future.
What we do
We provide full-service legal counsel for family-owned, closely held, and privately owned businesses that are planning and executing leadership or ownership transitions. Our team includes attorneys with practical backgrounds in business, tax, estate planning, and litigation, providing a fully integrated approach to transition that taps our firmwide business law ex
We also have decades of experience working with our clients’ accountants, consultants, wealth advisors, and other professionals, helping to ensure a cohesive, coordinated strategy.
Our attorneys specialize in:
- Business succession planning for family-owned and closely held businesses
- Estate and tax planning strategies for ownership transfers
- Founder exit planning and executive retirement
- Shareholder agreements and business governance
- Structures for management buyouts, gifts, and third-party sales
- Insurance planning and financing arrangements
- Stakeholder facilitation and internal communication strategies
- Dispute resolution and litigation support when needed
Why choose us
Succession planning isn’t just about what comes next. It’s about ensuring continuity, preserving value, and setting up the right people for success. We take a strategic, outcome-focused approach to every engagement, balancing tax and operational considerations with the real-world challenges of leadership transitions, family dynamics, and stakeholder alignment.
Whether you’re planning an internal transition, preparing for a third-party sale, or navigating a complex buy-sell agreement, we’ll help you see the big picture, avoid costly missteps, and achieve the clarity and confidence you need to make the right decisions.