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The Business Succession Planning group provides general corporate, estate planning, and other legal services to family and closely-held businesses and their owners, working closely with clients’ tax advisors, financial planners, and other professionals to provide comprehensive guidance. Family and closely-held business clients range from small family-owned business enterprises to large privately-held entities. The group assists clients in establishing a plan that ensures business continuation and helps to maximize the return for the founders of the business. We assist clients in successful family business transitions, including the preparation of buy-sell and governance agreements to provide a clear plan on how the business will be managed and how owners will be paid on death, disability, or retirement. We are experienced in establishing family business entities, including family limited partnerships, to effectively transfer wealth accumulated during a successful business career to succeeding generations, while maximizing the protection of these family assets from third parties.
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