Business Succession Planning

Our attorneys assist clients in exploring a variety of succession options including sales to existing business owners, the existing management team, or an employee stock ownership plans (ESOPs). Our corporate, tax and estate planning attorneys work together to ensure that the transition of a client’s closely held business runs smoothly.

Our attorneys have many years of experience working with family-owned businesses. We recognize that each family is unique, and that no single method of ownership transition will work for all of our clients. With that in mind, we work closely with our clients to prepare them and their successors for ownership and management transition, and structure the transition with the least possible complexity and tax impact, all while managing family conflict.

Affinity Law Group attorneys with this focus area:

Kathleen Bilderback
Brad Crandall
Bob Guest
Andrew Rushing