Closely Held Business Planning

Running a closely-held business inherently requires a detailed, hands-on approach. We bring the same commitment to the counsel we offer.

Our attorneys work at your side and provide comprehensive, cost-sensitive and responsive advice that integrates your business and personal objectives into a practical and cohesive plan, whatever the size of your company.

We advise at every stage in the business lifecycle no matter where you are today. This includes initial selection of an appropriate business form, financial structures, access to capital, corporate and family tax planning, corporate governance and estate planning designed to protect the integrity and value of the business.

Passing a business from one generation to the next is critically important to many owners. Our attorneys are able to counsel you in all aspects of business preservation and succession strategies, helping ensure the ongoing vitality of the business and preserving value for your beneficiaries that is in line with your vision.

Areas of Focus:

• Business structuring
• Coordination of business needs
• Mergers, acquisitions, dispositions
• Integration with income tax planning
• Insurance planning
• Shareholder and operating agreements
• Transference of values