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    Business Succession Planning

    You have worked hard to build a profitable business, it shouldn't disappear if something happens to you.

    I love working with business owners in our local community to help make sure that local businesses can sustain and grow if a principal or founder is either unable to run the business or chooses to retire. Strong local businesses are a piece of having a thriving community. 

    What is business succession planning? 

    Business succession planning is the process of planning for the future of the business and ensuring that it survives long after its founding members have moved on to other ventures. However, knowing the best way to plan for an unexpected illness or death, succession of the business to a heir, or how to limit taxation when the business is ultimately transferred is complex. Wherever you are at in the formation, growth, or shifting of your business, I can provide strong counsel on what steps you can take today to ensure your vision remains in the future. 

    Here are just a few of the things I can help with: 

    • Navigating questions around formation or transition of corporations, partnerships, LLCs, S-Corps, C-Corps, with short term and long term estate planning in mind.
    • Developing a succession plan or professional will as part of your estate planning. 
    • Reviewing contracts, leases, and agreements as things arise to ensure that your business is protected. 
    • Exploring options for retaining key employees. 

    My strengths include being available and responsive to my clients, a strong estate planning history, and a willingness to both listen and take my time communicating with you. I don't outsource my work to others. You won't meet with me, only to have a paralegal or less experienced lawyer provide you with legal services. You get me, my expertise, and my voice on the other end of the phone. 

    Schedule your free consultation today to find out if I might be the right person to ensure your business is protected and sustainable.