We know how hard you’ve worked to build your business. We’re here to help you protect it.

We’re small business owners, too, so we get it. We know you’re so busy working on and in your business that the idea of planning for business succession, sale, or exit can get stuck on your “someday I need to do that” list for years. But without a comprehensive plan in place, you’re potentially putting everything you’ve at risk. A strategic business succession plan means that you will be able to withdraw or transfer power from your business on your own terms, while ensuring that your company would continue to operate smoothly in your absence.

There are many different options and dynamics to consider when planning for the transfer, sale, exit, or succession of your business. We leverage our past experience as former corporate and transactional lawyers, together with our expertise in closely held business planning, to help you design a business succession plan that aligns with your values and priorities. We’ll discuss all your different choices, and what they mean for your business, your finances, your tax liability, and your legacy. We’re not just attorneys, we’re advisors—we will help you understand and evaluate your options so to leave a business legacy that aligns with your values.