Practice Groups

Succession Planning

  • Addressing family dynamics
    • Every family has its own unique sets of attributes, issues, and dynamics, and any effective succession plan must take those into account.
  • Transference of values and value
    • We believe that planning needs to account for the personal values and goals of the clients in order to be effective.  Each client has unique values and concerns that our planning always endeavors to address.
  • Shareholder and operating agreements
    • Exit strategies are often critical to the ongoing success of the business.  We work with our clients to achieve fair and balanced strategies that account for the needs of both the owners and the business. Our agreements address owners and prospective owners, whether individuals, trusts, or other entities.
  • Business structuring
    • Planning could include multiple divisions, subsidiary LLC's and corporations,  holding companies, management and expense sharing agreements, and ownership and management succession planning, all with particular attention to isolating risk to the extent practical
  • Insurance planning
    • Insurance trusts, buy/sell funding, wealth replacement, private placement, key man, charitable gifts, funding solutions
  • Coordination with business needs
    • Balancing the needs of the business against those of the owners and prospective owners is essential to the success of any business succession plan
  • GRAT's, FLP's, LLC's, IDGT's, etc.
    • All aspects of the alphabet soup of leveraged gifts and sales for business succession and transfer tax purposes
  • Integration with income tax planning
    • The firm began in the 1970's as a tax boutique and we have never moved far from our roots, applying our tax planning skills and experience to the work performed by the firm.
  • Coordination and team approach with other integral advisors
    • Working comfortably with other professional advisors, whether as the quarterback or fullback, depending on what is required and appropriate in a given situation

Industries Served

  • Automotive Manufacturing & Dealerships
  • Banking
  • Broadcast Media
  • Construction
  • Energy & Utilities
  • Entrepreneur/Start-Up Companies
  • Financial Services
  • Healthcare
  • Information Technology
  • Leasing Companies
  • Logistics
  • Manufacturing & Distribution
  • Mortgage Companies
  • Not-For-Profit Organizations
  • Pharmaceuticals
  • Retail
  • Service Companies
  • Specialty Finance
  • Telecommunications
  • Trading Companies


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