Succession Planning

Looking into the future.

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Succession and exit strategy planning is key to maximizing the transition of generational wealth. For a century now, we’ve guided business owners through various economic cycles, from external sale to a family transition, management buyout, or passive ownership arrangement. We’re prepared to help you craft a plan that is unique to your needs and circumstances.

solution overviews

Personal

  • Owner Goals
  • Family Dynamics
  • Estate Planning

Finance

  • Tax Planning and Structuring
  • Company Valuation
  • Equity Restructuring (ESOP, Management Buyout)
  • Alternative Compensation Plans (Deferred Compensation)

Operational

  • Strategic Planning
  • Roles and Responsibilities
  • Policies and Procedures
  • Performance Management

Governance

  • Board Composition
  • Legal Governing Documents
  • Business Continuity Planning

more insights

Succession planning - Tax implications of buying or selling a C corporationSuccession planning - Tax implications of buying or selling a C corporation

Succession planning - Tax implications of buying or selling a C corporation

Explore the tax implications of buying or selling a C-Corporation, whether through asset or stock transactions. Learn how double taxation, purchase price allocation, and Section 1202 QSBS exclusions impact buyers and sellers in structuring a tax-efficient deal.

Article
July 11, 2023
Succession planning - Choosing your successorSuccession planning - Choosing your successor

Succession planning - Choosing your successor

Choosing the right successor is crucial for business continuity and legacy preservation. Explore key succession planning options, including family transfers, management buyouts, ESOPs, and private equity sales, to ensure a smooth and strategic business transition.

Article
November 16, 2022
Partnerships and Partner Dual Status WorkaroundsPartnerships and Partner Dual Status Workarounds

Partnerships and Partner Dual Status Workarounds

Understand partnership equity compensation, dual status rules, profits interests, and structuring options to manage employee-to-partner tax transitions.

Article
October 27, 2022

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