Business Succession Planning

Death, disability, serious illness can all create great upheaval and jeopardize a company and its owners. We assist our clients with arrangements to transfer the ownership and control of the business from one generation to the next. We integrate valuation discounts and estate freeze strategies to minimize income, gift, estate and generation-skipping taxes, while also preserving corporate assets. We also help clients plan for immediate and long-term cash needs, and have experience in designing techniques to withdraw cash from businesses to meet the family’s requirements during the principal owner’s life as well as at death.